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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2018-04-04 |
Branch Locations
4501 Singer Court Suite 160, Chantilly, VA 20151 • 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 | Chantilly | VA | 12/2006 | Present |
| Bankers Life Securities Inc | Chantilly | VA | 08/2017 | Present |
BANKERS LIFE POSITION: Agent NATURE: Insurance services. Medicare planning for individuals over 65yo or disables, fixed Annuity products, life insurance planning as well as Long term care/disability insurance plans. INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 12/01/2006 ADDRESS: 4501 Singer CT, Suite 160, Chantilly VA 20151, 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-13 |
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