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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-01-27 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
400 Bellemeade Street Ste 501, Greensboro, NC 27401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life Securities | Greensboro | NC | 08/2020 | Present |
| Bankers Life & Casualty | Greensboro | NC | 08/2017 | Present |
| Dart Container Corporation | Randleman | NC | 04/1987 | 05/2017 |
| Unemployed | Seagrove | NC | 05/2017 | 08/2017 |
BANKERS LIFE & CASUALTY POSITION: Unit Field Trainer NATURE: Provide insurance and financial planning solutions to clients and prospect. Be informative, provide high service levels. Train, guide and lead individuals to develop into high quality agents. Present insurance, financial, and industry information to fully inform people I meet and win their trust. INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 08/01/2017 ADDRESS: 400 Bellemeade st, STE 501,, Greensboro NC 27401, 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-25 |
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