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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2020-11-20 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
7633 E. 63Rd Place Suite 100, Tulsa, OK 74133 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cno Financial Group | Chicago | IL | 11/2012 | Present |
| Bankers Life | Tulsa | OK | 02/2004 | Present |
| Bankers Life Securities Inc | Tulsa | OK | 11/2016 | Present |
BANKERS LIFE & CASUALTY POSITION: Branch Sales Manager NATURE: Insurance Agency INVESTMENT RELATED: No NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 162 START DATE: 02/06/2004 ADDRESS: 7633 E. 63rd Pl. Ste. 100, Tulsa OK 74133, 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-30 |
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