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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-21 |
| MI | RA | APPROVED | 2024-10-23 |
| WI | RA | APPROVED | 2024-01-04 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
515 S Washburn Ste 104, Oshkosh, WI 54904 • 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 | Oshkosh | WI | 06/2020 | Present |
| Your Personal Gardener | Mukwanago | WI | 06/2014 | 01/2020 |
| Unemployed | Green Bay | WI | 01/2020 | 06/2020 |
| Bankers Life Securities, Inc | Oshkosh | WI | 04/2023 | Present |
| Bankers Life Advisory Services, Inc | Oshkosh | WI | 01/2024 | Present |
BLC POSITION: Unit Field Trainer/Insurance Agent NATURE: BLC Helps clients with Life and Health insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 06/23/2020 ADDRESS: 515 S Washburn St Ste 104 Oshkosh, WI 54904 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 | 2023-12-18 |
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