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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-06-15 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
9910 Dupont Circle Drive E Ste 130, Fort Wayne, IN 46825 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life And Casualty | Fort Wayne | IN | 03/2008 | Present |
| Bankers Life Securities | Fort Wayne | IN | 01/2018 | Present |
| Bankers Life Advisory Services | Fort Wayne | IN | 06/2022 | Present |
BANKERS LIFE & CASUALTY POSITION: Branch Sales Manager NATURE: Health and Life Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/10/2008 ADDRESS: 2720 Dupont Commerce Ct. Ste 110, Fort Wayne IN 46825, 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 | 2022-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-27 |
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