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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-05-04 |
| NC | RA | APPROVED | 2018-05-04 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
2001 Crocker Rd Ste 520, Westlake, OH 44145 • 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 |
|---|---|---|---|---|
| Bankers Life & Casualty | Beachwod | OH | 07/2011 | 05/2018 |
| Bankers Life Securities, Inc. | Beachwood | OH | 05/2016 | 05/2018 |
| Bankers Life Advisory Services | Westlake | OH | 04/2018 | Present |
| Bankers Life Securities | Westlake | OH | 05/2018 | Present |
| Bankers Life & Casualty | Westlake | OH | 05/2018 | Present |
BANKERS LIFE & CASUALTY POSITION: AGENT/UNIT FIELD TRAINER NATURE: INSURANCE AND ANNUITY SALES INVESTMENT RELATED: NO NUMBER OF HOURS: 160 INVESTMENT RELATED HOURS: 96 START DATE: 08/01/2011 ADDRESS: 29525 CHAGRIN BLVD, SUITE 206, PEPPER PIKE OH 44122 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. AYNSLEY COURT CONDOMINIUM BOARD OF DIRECTORS POSITION: Treasurer NATURE: The Board of Directors oversee the safety, maintenance, and overall condition of the Condo building. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/20/2025 ADDRESS: 1931 King James Pkwy, APT 421, Westlake OH 44145, United States DESCRIPTION: Working with other Board Members (5 Total) to help establish annual budget, replace/repair projects, review monthly income and expenses. Expenses are paid by the management company after board approval. The Board has a scheduled monthly meeting to review items for attention.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-03 |
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