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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-04-08 |
Branch Locations
304 E. Broadway Suite A, Mt. Pleasant, MI 48858 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • 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 | Mt. Pleasant | MI | 02/2013 | Present |
| Bankers Life Securities Inc | Mount Pleasant | MI | 01/2017 | Present |
| Bankers Life Advisory Services | Mount Pleasant | MI | 04/2022 | Present |
BANKERS LIFE AND CASUALTY POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2013 ADDRESS: Independence Dr. Suite C, Mt. Pleasant MI 48858, United States DESCRIPTION: Non variable insurance sales and service, that includes life, health and annuity products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-27 |
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