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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-12-05 |
| FL | RA | APPROVED | 2023-08-08 |
| SC | RA | APPROVED | 2023-07-28 |
Branch Locations
1100 Sw St Lucie W Blvd Ste 201, Port St Lucie, FL 34986 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Navy | Goose Creek | SC | 04/2020 | 12/2022 |
| Invictus Security Services | Boynton Beach | FL | 05/2017 | 08/2019 |
| Bankers Life & Casualty, Inc | Port St Lucie | FL | 05/2022 | Present |
| Bankers Life | Tallahassee | FL | 06/2018 | 08/2018 |
| Tresta | Tallahassee | FL | 07/2016 | 12/2016 |
| Dish | Tallahassee | FL | 05/2018 | 06/2018 |
| Bankers Life Securities, Inc | Port St Lucie | FL | 12/2022 | Present |
| Unemployed | Tallahassee | FL | 08/2019 | 04/2020 |
| Full Time Student | Tallahassee | FL | 01/2017 | 05/2018 |
| Unemployed / Foreign Study | Tbilisi | 08/2018 | 05/2019 | |
| Bankers Life Advisory Services, Inc | Port St Lucie | FL | 07/2023 | Present |
BANKERS LIFE POSITION: Insurance Agent NATURE: Help clients with Medicare plans, life insurance, long-term care/short-term care, annuities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/17/2022 ADDRESS: Port St Lucie, FL, 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. Trevor Durham, Landlord POSITION: N/A NATURE: I rent a property in Goose Creek, SC. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2023 ADDRESS: 110 Cherry Laurel Lane, Goose Creek SC 29445, United States DESCRIPTION: I rent a property in Goose Creek, SC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-13 |
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