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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-03-13 |
Branch Locations
475 Kilvert Street Suite 300, Warwick, RI 02886 • 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 |
|---|---|---|---|---|
| Amazon | Providence | RI | 05/2020 | 07/2020 |
| Bankers Life & Casualty, Inc | Warwick | RI | 06/2022 | Present |
| Bankers Life Securities, Inc | Warwick | RI | 10/2023 | Present |
| Bunker Hill Market | Charlestown | MA | 07/2020 | 06/2022 |
| School | Providence | RI | 09/2013 | 05/2020 |
| Bankers Life Advisory Services, Inc | Warwick | RI | 03/2026 | Present |
BANKERS LIFE POSITION: Insurance agent NATURE: Hollistic and retirement planning INVESTMENT RELATED: No NUMBER OF HOURS: 250 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2022 ADDRESS: 475 Kilvert st suite 300, Warwick RI 02886, 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-02 |
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