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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-06-17 |
| MI | RA | APPROVED | 2021-01-05 |
Branch Locations
3350 Eagle Park Drive Ste 104, Grand Rapids, MI 49525 • 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, Inc | Grand Rapids | MI | 04/2016 | Present |
| Bankers Life Securities, Inc | Grand Rapids | MI | 03/2018 | Present |
BANKERS LIFE & CASUALTY, INC POSITION: Unit Field Trainer NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 04/20/2016 ADDRESS: 3350 Eagle Park Dr NE Suite 104, Grand Rapids MI 49525, United States DESCRIPTION: Recruit and train insurance 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. VANTAGE POINT ASSOCIATION POSITION: Treasurer NATURE: Condo Association ; Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/09/2025 ADDRESS: 16069 Outback Dr, Cedar Springs MI 49319, United States DESCRIPTION: Manage condo association funds, collect association dues, file association taxes, and manage association bills (insurance, road maintenance costs, snow plowing). This person also has the responsibility of drafting documents for late payments or putting liens on owner's homes that do not pay dues in a timely manner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-04 |
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