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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-18 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
10706 Sikes Place Suite 300, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brighthouse Financial | Charlotte | NC | 02/2020 | 07/2021 |
| Mariner Finance | Shelby | NC | 12/2018 | 02/2020 |
| Full Time Student | Charlotte | NC | 08/2014 | 12/2018 |
| Autobell Carwash | Charlotte | NC | 10/2017 | 07/2018 |
| Horizon Investments Llc | Charlotte | NC | 08/2021 | 07/2022 |
| Quasar Distributors, Llc | Charlotte | NC | 10/2021 | 08/2022 |
| Adp Broker Dealer Inc | Charlotte | NC | 10/2022 | 02/2024 |
| Adp Inc | Charlotte | NC | 10/2022 | 02/2024 |
| Bankers Life Securities Inc | Charlotte | NC | 12/2024 | Present |
| Total Quality Logistics | Charlotte | NC | 04/2024 | 11/2024 |
| Bankers Life & Casualty | Charlotte | NC | 12/2024 | Present |
| Bankers Life Advisory | Charlotte | NC | 03/2026 | Present |
BANKERS LIFE & CASUALTY, INC POSITION: Financial Representative NATURE: Our insurance agents/producers help consumers to safeguard against unexpected health costs, generate guaranteed income, protect loved ones and promote an enduring legacy, while Bankers Life Securities, Inc., Financial Representatives can assist you with your investment goals and objectives. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 12/16/2024 ADDRESS: 10706 Sikes Pl Ste 300,, Charlotte NC 28277, 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 | 2026-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-17 |
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