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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-07-05 |
Branch Locations
1150 1St Avenue Ste 1020, King Of Prussia, PA 19406 • 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 And Casualty | King Of Prussia | PA | 10/2005 | Present |
| Bankers Life Securities, Inc | King Of Prussia | PA | 01/2016 | Present |
| Bankers Life Advisory Services | King Of Prussia | PA | 07/2016 | Present |
BANKERS LIFE POSITION: Unit Sales Supervisor / USL NATURE: Life & Health InsuranceSales to the retail market INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 100 START DATE: 11/01/2005 ADDRESS: 1150 First Ave, Suite 1020, King of Prussia PA 19406, 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. LANDLORD POSITION: Self-Employed Landlord NATURE: RENTAL PROPERTY INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2012 ADDRESS: 253 Windham Dr, Exton PA 19341 DESCRIPTION: RENT ONE RESIDENTIAL PROPERTY. MAINTAIN PROPERTY AND COLLECT RENTAL INCOME
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-09-22 |
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