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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-11-10 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
1544 Eureka Road Ste 150, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life And Casualty | Chico | CA | 04/2002 | 10/2021 |
| Bankers Life Securities Inc | Chico | CA | 04/2017 | 10/2021 |
| Bankers Life Advisory Services | Chico | CA | 11/2020 | 10/2021 |
| Bankers Life & Casualty | Roseville | CA | 10/2021 | Present |
| Bankers Life Advisory Services | Roseville | CA | 10/2021 | Present |
| Bankers Life Securities | Roseville | CA | 10/2021 | Present |
BANKERS LIFE AND CASUALTY POSITION: Managing Director NATURE: Running the sales office, training, recruiting, and production. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 04/16/2002 ADDRESS: 1544 Eureka Road Suite 150, Roseville CA 95661, 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 | 2020-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-14 |
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