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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-05-22 |
| MO | RA | APPROVED | 2024-03-01 |
| IL | RA | APPROVED | 2022-11-28 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
1101 Perimeter Dr Suite 825, Schaumburg, IL 60173 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life And Casualty | Peoria | IL | 02/2013 | Present |
| Bankers Life Securities, Inc | Schaumburg | IL | 08/2016 | Present |
| Bankers Life & Casualty, Inc | Schaumburg | IL | 01/2014 | Present |
| Bankers Life Advisory Services, Inc | Schaumburg | IL | 11/2022 | Present |
BANKERS LIFE AND CAUSALTY POSITION: Unit Sales Manager/Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 02/01/2013 ADDRESS: 390 S Woods Mill Rd Ste 160, Chesterfield, MO DESCRIPTION: MANAGE A TEAM OF AGENTS, RESPONSIBLE FOR HIRING AND TRAINING OF 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-27 |
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