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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-02-17 |
Branch Locations
2448 S. 102Nd St. Ste. 170, West Allis, WI 53227 • 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 | West Allis | WI | 05/2020 | Present |
| Hy-Vee | Iowa City | IA | 05/2015 | 05/2020 |
| Bankers Life Securities, Inc | West Allis | WI | 03/2024 | Present |
| Bankers Life Advisory Services, Inc | West Allis | WI | 02/2026 | Present |
Insurance Agent: 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 | 2026-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-03 |
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