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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-09-26 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
1433 Hooper Ave. Suite 121, Toms River, NJ 08753 • 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 | Tinton Falls | NJ | 02/2006 | 04/2022 |
| Bankers Life Securities Inc | Tinton Falls | NJ | 12/2016 | 04/2022 |
| Bankers Life Advisory Services | Toms River | NJ | 05/2022 | Present |
| Bankers Life Securities | Toms River | NJ | 05/2022 | Present |
| Bankers Life | Toms River | NJ | 05/2022 | Present |
BANKERS LIFE & CASUALTY POSITION: Agent NATURE: Insurance Sales and service of Life, Health, Annuity Products. INVESTMENT RELATED: No NUMBER OF HOURS: 85 SECURITIES TRADING HOURS: 10 START DATE: 02/01/2006 ADDRESS: 1433 HOOPER AVE, Suite 121, TOMS RIVER NJ 08753, United States DESCRIPTION: I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, 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 | 2019-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-24 |
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