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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-08-01 |
| NH | RA | APPROVED | 2025-03-18 |
| RI | RA | APPROVED | 2025-03-18 |
| CT | RA | APPROVED | 2024-03-27 |
Branch Locations
6 Vista Drive Ste 101, Old Lyme, CT 06371 • 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 | Old Lyme | CT | 08/2021 | Present |
| Mohegan Sun | Uncasville | CT | 09/2017 | 08/2021 |
| Dodd Stadium | Norwich | CT | 01/2017 | 09/2017 |
| Student | Norwich | CT | 01/2014 | 12/2016 |
| Bankers Life Securities, Inc | Old Lyme | CT | 01/2024 | Present |
| Bankers Life Advisory Services | Old Lyme | CT | 03/2024 | Present |
BLC POSITION: Bankers Life NATURE: insurance agent. helping clients with their insurance needs. INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 40 START DATE: 08/06/2021 ADDRESS: 6 vista dr, Old Lyme CT 06371, 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 | 2024-03-19 |
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