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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-01-07 |
| GA | RA | APPROVED | 2024-08-26 |
Branch Locations
2849 Paces Ferry Road, Suite 360, Atlanta, GA 30339 • 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 | Atlanta | GA | 04/2021 | Present |
| Copeland's Of New Orleans | Atlanta | GA | 07/2019 | 03/2021 |
| Noodle | Atlanta | GA | 04/2014 | 06/2019 |
| Bankers Life Securities, Inc | Atlanta | GA | 05/2024 | Present |
| Bankers Life Advisory Services, Inc | Atlanta | GA | 08/2024 | Present |
BANKERS LIFE AND CASUALTY POSITION: Field Manager NATURE: Providing insurance solutions to clients that are specifically catered to service the need's of retiree's, such as Medicare Supplements/Medicare Advantage, Long Term Care Insurance, Life Insurance, etc. INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 300 START DATE: 04/06/2021 ADDRESS: 2849 Paces ferry road, st 360, Atlanta GA 30339, 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-22 |
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