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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-04-26 |
| VA | RA | APPROVED | 2019-09-20 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
1101 Opal Ct. Suite 302, Hagerstown, MD 21740 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life And Casualty | Hagerstown | MD | 05/2004 | Present |
| Bankers Life Securities Inc | Hagerstown | MD | 04/2017 | Present |
| Bankers Life Advisory Services, Inc | Hagerstown | MD | 09/2019 | Present |
BANKERS LIFE & CASUALTY POSITION: Branch Sales Manager NATURE: Insurance products that are geared toward the senior market. INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 05/11/2004 ADDRESS: 1101 Opal Ct. Suite 302, Hagerstown MD 21740, 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. CONDO RENTAL POSITION: Owner NATURE: Rental Income when we aren't there as a family. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/27/2022 ADDRESS: 3700 Golf Colony Ln. Unit 25I, Little River SC 29566, United States DESCRIPTION: This is a vacation rental that my family plans to use for its personal use at the beach and rent it out when we aren't there.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-11 |
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