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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-06-07 |
Branch Locations
9910 Dupont Circle Drive Este 130, Fort Wayne, IN 46825 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Fort Wayne | IN | 08/2022 | Present |
| Huntington University | Huntington | IN | 07/2016 | 06/2022 |
| Bankers Life Securities, Inc | Fort Wayne | IN | 08/2023 | Present |
| Bankers Life & Advisory | Fort Wayne | IN | 06/2024 | Present |
BANKERS LIFE & CASUALTY POSITION: Insurance Agent NATURE: Meeting with clients, evaluating their health/Medicare needs, as well as extended care and life insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 08/15/2022 ADDRESS: 2720 Dupont Commerce Ct, Fort Wayne IN 46825, 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 | 2024-06-04 |
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