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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-03-23 |
| KY | RA | APPROVED | 2023-03-23 |
Branch Locations
3620 Blackiston Blvd Ste 100, New Albany, IN 47150 • 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 |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | New Albany | IN | 05/2021 | Present |
| Dick's Sporting Goods | Richmond | IN | 06/2020 | 04/2021 |
| North Vernon Beverage Company | North Vernon | IN | 03/2020 | 06/2020 |
| Indiana University East | Richmond | IN | 08/2019 | 05/2021 |
| Wabash Valley College | Mount Carmel | IL | 08/2017 | 05/2019 |
| Columbus East High School | Columbus | IN | 08/2013 | 05/2017 |
| Mc Sports | Columbus | IN | 07/2015 | 02/2017 |
| Dunham's Sporting Goods | Columbus | IN | 02/2017 | 05/2017 |
| Bankers Life Securities, Inc | New Albany | IN | 01/2023 | Present |
| Bankers Life Advisory Services, Inc | New Albany | IN | 03/2023 | Present |
BANKERS LIFE AND CASUALTY POSITION: Agent NATURE: Sell Medicare supplements, advantage plans, life insurance policies, annuities, long-term care and other health insurance and life insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/13/2021 ADDRESS: 3620 Blackiston Blvd, Suite 100, New Albany IN 47150, 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-20 |
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