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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-06-29 |
Branch Locations
300 5Th Avenue Ste 6010, Waltham, MA 02451 • 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 | Waltham | MA | 02/2014 | Present |
| Bankers Life Securities Inc | Waltham | MA | 07/2017 | Present |
BANKERS LIFE & CASUALTY POSITION: Unit Field Trainer NATURE: Financial Advisor, Insurance Agent, Unit Field Trainer INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 02/01/2014 ADDRESS: 300 Fifth Ave Suite 6010, Waltham MA 02451, United States DESCRIPTION: Recruit and train insurance 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 | 2018-05-04 |
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