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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-08-30 |
Branch Locations
4210 Columbia Road Suite 14A, Martinez, GA 30907 • 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 And Casualty Company | Columbia | SC | 07/2017 | 04/2022 |
| Bankers Life & Casualty, Inc | Martinez | GA | 05/2022 | Present |
| Northside Baptist Church | Lexington | SC | 09/2014 | 06/2017 |
| Bankers Life Securities, Inc | Martinez | GA | 12/2022 | Present |
| Bankers Life Advisory Services | Martinez | GA | 08/2023 | Present |
BANKERS LIFE & CASUALTY POSITION: AGENCY DIRECTOR NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 07/03/2017 ADDRESS: 4210 Columbia Rd, Augusta GA 30907, 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 | 2023-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-30 |
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