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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2026-05-11 |
| NM | RA | APPROVED | 2025-11-24 |
| MD | RA | APPROVED | 2025-04-30 |
| AZ | RA | APPROVED | 2020-10-13 |
Branch Locations
1640 S. Stapley Drive Suite 245, Mesa, AZ 85204 • 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 Company, Inc | Mesa | AZ | 10/2005 | Present |
| Bankers Life Securities, Inc | Timonium | MD | 06/2017 | 10/2017 |
| Bankers Life Advisory Services, Inc | Mesa | AZ | 05/2020 | Present |
| Bankers Life Securities, Inc | Mesa | AZ | 08/2026 | Present |
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 | 2020-08-06 |
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