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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-06-03 |
Branch Locations
44250 Garfield Suite 220, Clinton Township, MI 48038 • 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 & Casualty, Inc | Clinton Township | MI | 11/2011 | Present |
| Bankers Life Securities, Inc | Clinton Township | MI | 05/2017 | Present |
| Bankers Life Advisory Services, Inc | Clinton Township | MI | 06/2022 | Present |
BANKERS LIFE POSITION: Agent NATURE: Sell insurance INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 11/15/2011 ADDRESS: 44250 Garfield Suite 220, Clinton Twp MI 48054, 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-13 |
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