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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-26 |
| AL | RA | APPROVED | 2024-11-05 |
| FL | RA | APPROVED | 2018-07-20 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
5016 Grande Dr Suite 207, Pensacola, FL 32504 • 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 |
|---|---|---|---|---|
| Bankers Life & Casualty | Pensacola | FL | 09/2012 | Present |
| Bankers Life Securities | Tarpon Springs | FL | 10/2016 | 06/2018 |
| Bankers Life Securities | Pensacola | FL | 06/2018 | Present |
| Bankers Life Advisory Services | Pensacola | FL | 06/2018 | Present |
BANKERS LIFE & CASUALTY POSITION: USV/Satellite Manager, Insurance Agent NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 160 START DATE: 09/13/2012 ADDRESS: Pensacola, FL, United States DESCRIPTION: Sales and service of non variable insurance products. Train insurance agents. JPALMS INC POSITION: Owner NATURE: TO use with my insurance business through Bankers Life INVESTMENT RELATED: NO NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 09/14/2012 ADDRESS: 13870 Coronado Dr, Spring Hill FL 34609, United States DESCRIPTION: It is a business that I started to run my insurance business through as an S Corp tax purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-23 |
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