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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-06-03 |
| PA | RA | APPROVED | 2018-08-14 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
1150 1St Avenue Ste 1020, King Of Prussia, PA 19406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty | Sunrise | FL | 07/2008 | Present |
| Bankers Life Securities | Sunrsie | FL | 09/2017 | Present |
| Bankers Life Advisory Services | Sunrise | FL | 08/2018 | Present |
BANKERS LIFE & CASUALTY POSITION: Unit Sales Manager NATURE: Insurance sales- Medicare supplements and advantage plans, Life insurance, Long term Care and fixed annuities INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/14/2008 ADDRESS: 3331 Street Rd #301, Bensalem PA 19020, 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-11 |
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