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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-12-18 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
950 Trade Centre Way Ste 325, Portage, MI 49002 • 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 | Kalamazoo | MI | 04/2009 | Present |
| Bankers Life Securities | Kalamazoo | MI | 04/2018 | Present |
Bankers Life & Casualty Agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-26 |
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