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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2019-01-09 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
3750 Sw Burlingame Circle, Topeka, KS 66609 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty | Topeka | KS | 02/2009 | Present |
| Bankers Life Securities | Topeka | KS | 10/2017 | Present |
| Bankers Life And Casualty | Topeka | KS | 02/2009 | Present |
| Resource Center For Independent Living | Topeka | KS | 10/2019 | Present |
| Bankers Life Advisory Services | Topeka | KS | 01/2019 | Present |
Bankers Life & Casualty UFT ASSOCIATION OF FINANCIAL EDUCATORS POSITION: Educator and Speaker NATURE: Association of Financial Educators is a non profit 501 (c) (3) that has been selected by the Consumer Financial Protection Bureau (CFPB) to work directly with them to disseminate information and conduct financial literacy classes throughout the United States. Their members have conducted tens of thousands of financial workshops for companies, groups, organizations, and entities across North America. They are a proud member of the FDIC Money Smart Alliance, which recognizes organizations that contribute to their mission of promoting financial wellness. Their are 150 Finra approved workshops. INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 108 Wild Basin Road S, Suite 250, Austin TX 78746, United States DESCRIPTION: I will be promoted as a financial educator and endorsed by the Association of Financial educators to speak to various businesses -employees and employers. They will guarantee me to get into 1 business per month and the business to allow me to do at least 3 to 4 seminars for their employees-with the hopes of ongoing seminars. I will be looked at as the expert on educational topics for their employees and someone who their employers may look to for future help or assistance. DILLON SMITH POSITION: Mother-power of attorney NATURE: NA--power of attorney for my son INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 08/31/2018 ADDRESS: 10591 N.W. 62ND Street (P.O. Box 86), Silver Lake KS 66539, United States DESCRIPTION: I am my son's power of attorney for both health and finance. He is on Medicare and disability.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-21 |
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