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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-01-03 |
Branch Locations
3560 Bridgeport Way W Ste 3E, University Place, WA 98466 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
1 disclosure category 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 | University Place | WA | 07/2011 | Present |
| Bankers Life Securities | University Place | WA | 01/2018 | Present |
| Bankers Life Advisory Services | University Place | WA | 11/2022 | Present |
UFT with Bankers Life & Casualty
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-09 |
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