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815 E Midland St Suite 2, Bay City, MI 48706 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-04-05 |
Branch Locations
815 E Midland St Suite 2, Bay City, MI 48706 • 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 |
|---|---|---|---|---|
| Banker's Life And Casualty | Saginaw | MI | 09/2011 | Present |
| Bankers Life Securities Inc | Saginaw | MI | 09/2016 | Present |
Mid Michigan Insurance and Finacial Services - Branch Manager performing Insurance sales and management of insurance agents My role also in includes training new agents how to sell insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-29 |
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