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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-12-20 |
Branch Locations
7633 E 63Rd Pl Suite 100, Tulsa, OK 74133 • 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, Inc | Tulsa | OK | 11/2016 | Present |
| Mo' Pizza Restaurants, Llc | Sapulpa | OK | 06/2008 | 01/2022 |
| Bankers Life Securities, Inc | Tulsa | OK | 08/2022 | Present |
| Bankers Life Securities, Inc | Tulsa | OK | 09/2017 | 12/2019 |
| Bankers Life Advisory Services, Inc | Tulsa | OK | 12/2023 | Present |
BANKERS LIFE AGENT POSITION: Unit Sales Supervisor NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2014 ADDRESS: 7633 E 63rd Pl. Suite 100, Tulsa OK 74133, 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. FOUNDATION CHURCH POSITION: Elder NATURE: Religious - church INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2018 ADDRESS: 7785 SH-97 N, Sapulpa OK 74066, United States DESCRIPTION: Work with the pastors and staff of the church to give guidance and feedback on church matters.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-29 |
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