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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-06-02 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
860 Greenbrier Circle Ste 620, Chesapeake, VA 23320 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services | Fort Worth | TX | 09/2022 | 01/2024 |
| Us Navy | Norfolk | VA | 03/1999 | 03/2023 |
| First Command Brokerage Services | Fort Worth | TX | 01/2024 | 04/2025 |
| First Command Advisory Services | Fort Worth | TX | 01/2024 | 04/2025 |
| First Command Insurance Services | Fort Worth | TX | 01/2024 | 04/2025 |
| Bankers Life Securities, Inc | Chesapeake | VA | 06/2025 | Present |
| Bankers Life & Casualty, Inc | Chesapeake | VA | 05/2025 | Present |
| Bankers Life Advisory Services, Inc | Chesapeake | VA | 06/2025 | Present |
Insurance Agent: 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 | 2024-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-26 |
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