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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-11 |
| IA | RA | APPROVED | 2017-06-15 |
Branch Locations
1850 W. Ridgeway Ave Ste 3, Waterloo, IA 50701 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life | Waterloo | IA | 05/2012 | Present |
| Bankers Life Securities Inc | Waterloo | IA | 12/2016 | Present |
| Western Marketing | Missouri Valley | IA | 07/2017 | Present |
| Lucas Johansen Inc | Cedar Falls | IA | 01/2015 | Present |
BANKERS LIFE & CASUALTY POSITION: Agent NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 60 START DATE: 05/31/2012 ADDRESS: 1850 W Ridgeway Ave Suite 3, Waterloo IA 50701, 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-13 |
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