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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-09-17 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
9830 Colonnade Blvd Ste 250, San Antonio, TX 78230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life And Casualty Company | San Antonio | TX | 07/2014 | Present |
| Bankers Life Securities Inc | San Antonio | TX | 12/2016 | Present |
| Caro Circle Llc | New Braunfels | TX | 08/2016 | Present |
| Bankers Life Advisory Services, Inc | San Antonio | TX | 09/2019 | Present |
CARO CIRCLE LLC POSITION: Partner NATURE: Maintain properties so that rentals remain desireable and in good condition. Procure desireable renters (using referrals and background checks). Manage ultiliy payments. Collect and deposit rental income.Purpose of the investment is to produce rental income. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2016 ADDRESS: 751 S Hill Ave, New Braunfels TX 78130, United States DESCRIPTION: Manage the real estate investments of the LLC. Supervise proper maintenance of the properities, prepare and document lease agreements, collect, record and deposit rental income. Help procure renters when necessary to assure flow of rental income. Insurance Agent with Bankers Life & Casualty, Inc
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-11 |
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