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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-11-13 |
| MI | RA | APPROVED | 2018-10-12 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
950 Trade Centre Way Ste 325, Portage, MI 49002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty | Kalamazoo | MI | 01/2013 | Present |
| Banker Lifes Securities | Kalamazoo | MI | 01/2018 | Present |
| Bankers Life Advisory Services | Kalamazoo | MI | 10/2018 | Present |
BANKERS LIFE & CASUALTY POSITION: Unit Field Trainer NATURE: To train agents and sell insurance INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2013 ADDRESS: 950 Trade Centre Way Suite 325 Portage, MI 49002, United States DESCRIPTION: I train agents and manage a team
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-19 |
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