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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-02-15 |
| KY | RA | APPROVED | 2018-07-06 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
3231 N Green River Road Ste 310, Evansville, IN 47715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life | Owensboro | KY | 02/2012 | 02/2022 |
| Bankers Life Securities | Evansville | IN | 02/2022 | Present |
| Bankers Life | Evansville | IN | 02/2022 | Present |
| Bankers Life Advisory Services | Evansville | IN | 07/2018 | Present |
BANKERS LIFE AND CASUALTY POSITION: Insurance Agent NATURE: Insurance sales agent INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 02/07/2012 ADDRESS: 3231 N. Green River Road,, Suite 310, Evansville IN 47715, 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. SGT JOHN MILLS USMC SCHOLARSHIP, INC POSITION: Trustee NATURE: The organization can receive tax deductible contributions which will be awarded to students who are applying for the scholarship for higher learning. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/25/2024 ADDRESS: SGT John Mills Scholarship INC, PO Box 6581, Evansville IN 47719, United States DESCRIPTION: Trustee: to assist in reviewing and collecting scholarship applications, voting on recommendations of executive leadership, and assist as requested.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-18 |
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