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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-05-04 |
Branch Locations
10706 Sikes Place Ste 300, Charlotte, NC 28277 • 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 | Charlotte | NC | 10/2015 | Present |
| Bankers Life Securities Inc | Charlotte | NC | 09/2017 | Present |
BANKERS LIFE & CASUALTY POSITION: Unit Field Trainer NATURE: Help my clients with Medicare info, life insurance, stc, health products, and retirement options, ? INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 40 START DATE: 10/16/2016 ADDRESS: 10706 Sikes Place #300, Charlotte NC 28202, 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 | 2026-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-29 |
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