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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-29 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
901 Bruce Street Ste 140, Chico, CA 95828 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Starbucks Corp | Blacksburg | VA | 12/2015 | 05/2016 |
| Summit Initiatives Llc | Troutville | VA | 12/2014 | 07/2016 |
| Volvo Production Logistics | Dublin | VA | 09/2017 | 10/2018 |
| Kollmorgen Corporation | Radford | VA | 01/2019 | 07/2022 |
| Aflac Corp | Redding | CA | 12/2022 | 10/2023 |
| Rvs.cOm | Anderson | CA | 07/2023 | 11/2023 |
| Bright Lake Wealth Management | Redding | CA | 11/2023 | 04/2025 |
| Radford University | Radford | VA | 07/2014 | 09/2017 |
| Unemployed | Redding | CA | 07/2022 | 12/2022 |
| Unemployed | Redding | CA | 05/2025 | 06/2025 |
| Bankers Life And Casualty | Chico | CA | 07/2025 | Present |
| Bankers Life Advisory | Chico | CA | 10/2025 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-16 |
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