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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-01-22 |
| FL | RA | APPROVED | 2021-06-14 |
| CT | RA | APPROVED | 2019-05-08 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
1601 Forum Place Ste 300 301, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty | Stamford | CT | 03/2014 | Present |
| Bankers Life Securities Inc | Stamford | CT | 07/2017 | Present |
BANKERS LIFE & CASUALTY POSITION: Unit Field Trainer NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 6 START DATE: 05/01/2014 ADDRESS: 1691 Belvedere rd suite 301s W palm beach fl 33406", West Palm Beach FL 33406, United States DESCRIPTION: Recruit and train insurance agents. 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. GEORGE M GREGORY FOUNDATION POSITION: President NATURE: Foundation to create income to be distributed to Charities INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2019 ADDRESS: 451 Middlesex road, Darien CT 06820, United States DESCRIPTION: Manage with two siblings the distribution of income annually to charities and secure proper tax filings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-30 |
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