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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-04 |
| MI | RA | APPROVED | 2023-10-26 |
Branch Locations
13602 Merriman Road, Livonia, MI 48150 • 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 | Livonia | MI | 06/2022 | Present |
| Family First Life, Llc | Uncasville | CT | 09/2021 | 06/2022 |
| Pirelli Tire C. | Southfield | MI | 03/2018 | 01/2021 |
| Unemployed | Canton | MI | 01/2021 | 09/2021 |
| Unemployed | Canton | MI | 09/2017 | 03/2018 |
| Ford Motor Company | Dearborn | MI | 07/2004 | 09/2017 |
| Lafayette Life Insurance | Cincinnatti | OH | 02/2019 | 06/2023 |
| Bankers Life Securities, Inc | Livonia | MI | 02/2023 | Present |
| Bankers Life Advisory Services, Inc | Livonia | MI | 10/2023 | Present |
BANKERS LIFE & KF AGENCY POSITION: Insurance Agent NATURE: To provide Retirement Protection products by way of Medicare Supplements and Medicare Advantage Plans, Short Term Care, Critical Illness Policies, and Life Insurance coverages (Term, Whole, IUL) and Annuities INVESTMENT RELATED: No NUMBER OF HOURS: 800 SECURITIES TRADING HOURS: 160 START DATE: 06/02/2022 ADDRESS: 13602 MERRIMAN RD, LIVONIA MI 48150-1814, 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. THE ELMWOOD GROUP, LLC POSITION: Single Member NATURE: To eventually acquire real estate investment properties for a profit. INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2021 ADDRESS: 45546 Elmwood Circle, Canton MI 48188, United States DESCRIPTION: I am the Single Member of The Elmwood Group, LLC. I established this LLC for the purpose of acquiring real estate properties at some point in time in the future. I currently do not receive an income because I haven't acquired any properties. ELMWOOD EXECUTIVE STAYS, LLC POSITION: Member NATURE: Short Term Rental Hosting (such as Airbnb). No investing. 5 Member Family owned Business where I have a 27% Membership. Executives and vacationers will be able to stay in one of our properties. We will make a profit from this business. My involvement will be low as my family will run the operation as I oversee things. Once per month meetings. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 12/09/2022 ADDRESS: 847 Sumpter Rd, #591, Van Buren Twp MI 48111, United States DESCRIPTION: This is a family business with 5 Members (myself, my spouse, and our 3 adult children) where we plan to manage Short Term Rental properties (such as AirBnB). The majority of the roles will be handled by my family members. We have not taken any steps besides LLC formation at this point, thus no income is coming in. ABUNDANT FINANCIAL SERVICES, INC POSITION: Owner NATURE: The purpose of my establishing the company is for the opening of an appropriate bank account that will receive my BLC/BLS/BLAS and CNO commissions and overrides. I will be placed on AFS's payroll for adequate Quarterly Filing of Taxes. Abundant Financial Services (AFS) does not provide investment advice services or any insurance coverage solutions. I will not Hire any other Agents or Financial Reps or Advisors. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2024 ADDRESS: VAN BUREN TWP MI 48111, United States DESCRIPTION: Abundant Financial Services (AFS) does not provide investment advice services or any insurance coverage solutions. The purpose of my establishing the company is for the opening of an appropriate bank account that will receive my BLC/BLS/BLAS and CNO commissions and overrides. I will be placed on AFS's payroll for adequate Quarterly Filing of Taxes. I will be the only BLC/BLS/BLAS agent and Rep involved. I as the owner and president will not recruit any other members, agents, financial reps, or financial advisors. PLANNET MARKETING (INTELETRAVEL) POSITION: Passive Marketing Sales Rep NATURE: PlanNet Marketing has partnered with InteleTravel, This is a home-based travel agent business. I am engaging in the business as a means of securing low cost, quality travel prices for when I travel. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/02/2025 ADDRESS: Atlanta GA 30303, United States DESCRIPTION: I will be an extremely passive Marketing Rep with Inteletravel for the purpose of receiving deep discounts for travel and vacations. I am paying a monthly subscription to Inteletravel for the benefits of receiving deeply discounted lodging and airfare.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-23 |
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