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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-05-22 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
3500 188Th Street Sw Suite 430, Lynnwood, WA 98037 • 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 | Lynnwood | WA | 07/2017 | Present |
| Public Storage | Bellevue | WA | 12/2012 | 06/2017 |
| Bankers Life Securities, Inc | Lynnwood | WA | 03/2023 | Present |
| Bankers Life Advisory Services, Inc | Lynnwood | WA | 05/2025 | Present |
BANKERS LIFE POSITION: Insurance Producer NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 0 START DATE: 07/03/2017 ADDRESS Lynnwood, WA , 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-02 |
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