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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2019-09-20 |
Branch Locations
754 Bagnell Dam Blvd #754-B, Lake Ozark, MO 65049 • 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 | Columbia | MO | 05/2011 | Present |
| Bankers Life Securities Inc | Lake Ozark | MO | 02/2017 | Present |
BANKERS LIFE & CASUALTY POSITION: USV NATURE: provide health, life insurance like Medicare supplements, Medicare advantage, long and short term care, term and whole life, universal life, variable contracts and annuity's.? INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 05/02/2011 ADDRESS: 754 Bagnell Dam Blvd., Ste. B, Lake Ozark MO 65049, United States 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. LARRY AND LINDA MCBEE POSITION: owner NATURE: My wife and I have turned our home into a long term rental and hired a property management company to handle the property. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2025 ADDRESS: 114 Golf View Dr., Camdenton MO 65020, United States DESCRIPTION: I do not have any requirements placed on me. We have turned our main home into a long term rental. We have hired a property management company to handle everything.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-20 |
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