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Account
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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-01-13 |
| AR | RA | APPROVED | 2024-09-12 |
Branch Locations
1803 Phyllis Street, Suite 103, Bentonville, AR 72712 • 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 |
|---|---|---|---|---|
| Edward Jones | Little Rock | AR | 10/2017 | 01/2020 |
| Absnext, Inc. | Fayetteville | AR | 02/2016 | 10/2017 |
| Guardian Life Insurance Company | Little Rock | AR | 02/2020 | 04/2020 |
| Park Avenue Securities Llc | Little Rock | AR | 02/2020 | 06/2020 |
| Veritas Independent Partners | Little Rock | AR | 06/2020 | 07/2021 |
| Paladin Investment Advisors | Cabot | AR | 07/2021 | 04/2022 |
| Pinnacle Consutants | Little Rock | AR | 10/2018 | 04/2022 |
| Anchorpoint Financial | Cabot | AR | 05/2022 | 12/2023 |
| Lincoln Investment | Cabot | AR | 05/2022 | 12/2023 |
| Capital Analysts | Cabot | AR | 05/2022 | 12/2023 |
| Trutoro | Little Rock | AR | 06/2020 | 07/2021 |
| Massmutual Life Insurance Co | Little Rock | AR | 02/2024 | 08/2024 |
| Mml Investors Services, Llc | Little Rock | AR | 03/2024 | 08/2024 |
| Bankers Life Securities, Inc | Bentonville | AR | 09/2024 | Present |
| Bankers Life & Casualty, Inc | Bentonville | AR | 08/2024 | Present |
| Bankers Life Advisory Services, Inc | Bentonville | AR | 09/2024 | Present |
Insurance Agent: 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-05 |
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