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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-07-21 |
Branch Locations
1150 1St Ave Ste 1020, King Of Prussia, PA 19406 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Banker's Life & Casualty, Inc | King Of Prussia | PA | 11/2012 | Present |
| Perkiomen Valley School District | Collegeville | PA | 01/2010 | Present |
| Bankers Life Securities, Inc | King Of Prussia | PA | 09/2022 | Present |
| Bankers Life Advisory Services | King Of Prussia | PA | 06/2023 | Present |
BANKERS LIFE & CASUALTY POSITION: Agent NATURE: I provide insurance products to folks INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 11/12/2012 ADDRESS: 1150 First Avenue, Suite 1020, King of Prussia PA 19406, United States DESCRIPTION: I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-15 |
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