Best Investors
Account
Sign in
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-02-12 |
Branch Locations
2150 E. Lake Cook Road Suite 45C, Buffalo Grove, IL 60089 • 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 |
|---|---|---|---|---|
| School--- Full Time At Case Western Reserve University | Cleveland | OH | 08/2021 | 05/2022 |
| Walgreens Pharmacy | Deerfield | IL | 08/2020 | 07/2021 |
| Home Depot | Vernon Hills | IL | 05/2020 | 08/2020 |
| Sky Zone | Vernon Hills | IL | 05/2017 | 08/2017 |
| Bankers Life & Casualty, Inc | Libertyville | IL | 06/2022 | Present |
| William Howard Taft High School | Chicago | IL | 08/2016 | 11/2016 |
| Stevenson High School | Lincolnshire | IL | 11/2016 | 05/2020 |
| Bankers Life Securities, Inc | Libertyville | IL | 12/2023 | Present |
| Bankers Life Advisory Services, Inc | Libertyville | IL | 02/2024 | Present |
BANKERS LIFE & CASUALTY, INC POSITION: Unit Sales Supervisor NATURE: Insurance Representative, life, health, cash annuities, and long-term care. Meet with clients and help them with their insurance needs. INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 06/01/2022 ADDRESS: Buffalo Grove United States DESCRIPTION: MANAGE A TEAM OF AGENTS, RESPONSIBLE FOR HIRING AND TRAINING OF 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. BLUE CROSS BLUE SHIELD OF ILLINOIS POSITION: Insurance Agent NATURE: Medicare Health insurance, Medicare supplement plans, Medicare advantage, and part D drug plans. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 1501 East Woodfield Road, Suite 110 east, Schaumburg IL 60173-4945, United States DESCRIPTION: Organizations requirements are that I am a Licensed Health Representative, and I pass their exam to prove I have sufficient knowledge in Health insurance for Blue Cross. The expectation for me being an insurance agent with blue cross is that if I see fit, I can sign clients up for Medicare plans, along with Medicare Part D drug plans. I am not an employee of Blue cross, I just broker through them for health insurance. SAPPHIRE FINANCIAL SERVICES LLC POSITION: Owner NATURE: Business is only being used for tax purposes for my 1099 income nothing else. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2025 ADDRESS: 1630 Chicago Ave, APT 1604, Evanston IL 60201, United States DESCRIPTION: This organization is strictly used for tax purposes for my 1099 income.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-12 |
Reach out to this advisor