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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-05-12 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
1220 20Th Street Se Ste 100, Salem, OR 97302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty | Salem | OR | 11/2012 | Present |
| Bankers Life Securities Inc | Salem | OR | 06/2017 | Present |
BANKERS LIFE POSITION: Insurance Agent NATURE: Life & Health Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 11/01/2012 ADDRESS: 1220 20th St SE, #100, Salem OR 97306, 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. TRUST POSITION: Trustee NATURE: I will be acting as sole trustee for my mothers inheritance. I will be distributing money and investing it for her sole benefit. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/01/2025 ADDRESS: 1790 Barnes Ave SE, Salem OR 97306, United States DESCRIPTION: I will be acting as sole trustee for my mothers inheritance. I will be distributing money and investing it for her sole benefit.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-24 |
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