Best Investors
Account
Sign in
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-08-08 |
| NC | RA | APPROVED | 2024-01-12 |
Branch Locations
400 Bellemeade Street Ste 501, Greensboro, NC 27401 • 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 | Greensboro | NC | 07/2017 | Present |
| Student | Greensboro | NC | 08/2013 | 07/2017 |
| Bankers Life Securities, Inc | Greensboro | NC | 08/2023 | Present |
| Bankers Life Advisory Services, Inc | Greensboro | NC | 01/2024 | Present |
BANKERS LIFE POSITION: Insurance Agent NATURE: Selling insurance based around retirement aged individuals. Medicare supplements, advantage plans, long term care, and life insurance INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 07/01/2017 ADDRESS: 400 Bellemeade St Ste 501, Greensboro NC 27401, 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 | 2024-01-10 |
Reach out to this advisor