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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2018-10-31 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
1000 Commerce Park Drive Ste 301 , Williamsport, PA 17701 • 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 |
|---|---|---|---|---|
| Allianz Life Of North America | Mpls | MN | 01/2016 | 12/2017 |
| Allianz Life Financial Services Llc | Mpls | MN | 01/2016 | 12/2017 |
| Bankers Life Securities | Williamsport | PA | 09/2018 | Present |
| Unemployed | Minneapolis | MN | 01/2018 | 09/2018 |
| Bankers Life & Casualty Llc | Williamsport | PA | 09/2018 | Present |
| Bankers Life Advisory | Williamsport | PA | 10/2018 | Present |
BANKERS LIFE AND CASUALTY POSITION: Insurance Agent NATURE: Insurance sales of health, life and annuity products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 09/17/2018 ADDRESS: Williamsport, PA United States DESCRIPTION: 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. LEGENDARY MARKETER POSITION: marketer NATURE: Freelance Digital Marketing - health and fitness products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/21/2022 ADDRESS: 145 Gillespie Avenue, Middletown DE 19709, United States DESCRIPTION: This is for freelance digital marketing involving the sale of health/fitness products I will market. I am an independent contractor. There are ZERO requirements or expectations of work hours and commissions paid if earned. It is designed to be a passive income stream. It is in no way related to my insurance and investment sales role. I will be "running" a website facilitating sales. I will only work on this site during non-working hours. It is more of a hobby that I am working on with my children. It will have zero impact on the work I am doing with Bankers Life Securities and BLAS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-26 |
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