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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-06-06 |
Branch Locations
861 Jefferson Street Ste A, Pocatello, ID 83201 • 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 | Pocatello | ID | 01/2022 | Present |
| Qualita | San Franscisco | CA | 12/2020 | Present |
| Vipkid | San Francisco | CA | 01/2018 | 12/2020 |
| Chillies | Pocatello | ID | 01/2017 | 01/2018 |
| Home Helpers | Pocatello | ID | 01/2014 | 01/2017 |
| Bankers Life Securities, Inc | Pocatello | ID | 04/2024 | Present |
| Bankers Life Advisory Services, Inc | Pocatello | ID | 06/2024 | Present |
BANKERS LIFE AND CASUALTY POSITION: Insurance Agent NATURE: Selling life and health insurance INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 12/15/2023 ADDRESS: Pocatello, Idaho 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. StartPlaying.games POSITION: Dungeon Master NATURE: The nature of the business is an online entertainment company where I am employed as a dungeon master for the game, D&D or dungeons and dragons. I am considered an independent contractor and I started working there in December 2022 until now. I devote no time to the business during securities trading hours but do devote around 5 hours a week after trading hours (approximately 20 hours a month). I am required to host my own tabletop games on this platform which is held in a virtual tabletop simulation. I handle the story, rules, plot, music, maps, and reaction the world must whatever the players decide to do. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2022 ADDRESS: San Francisco, CA DESCRIPTION: The name of the business is startplaying.games, (for taxes and company purposes it is known as Qualleta Inc. 301 main street san francisco, CA 94105, phone is 18623527552), and the investment is not investment related. The nature of the business is an online entertainment company where I am employed as a dungeon master for the game, D&D or dungeons and dragons. I am considered an independent contractor and I started working there in December 2022 until now. I devote no time to the business during securities trading hours but do devote around 5 hours a week after trading hours (approximately 20 hours a month). I am required to host my own tabletop games on this platform which is held in a virtual tabletop simulation. I handle the story, rules, plot, music, maps, and reaction the world must whatever the players decide to do.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-30 |
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