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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-07-21 |
| SC | RA | APPROVED | 2025-07-21 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
10706 Sikes Place, Suite 300, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Wisconsin Whitewater | Whitewater | WI | 09/2016 | 05/2020 |
| Straight Forward | Whitewater | WI | 09/2016 | 06/2017 |
| Lowrich Rentals | Whitewater | WI | 09/2016 | 06/2020 |
| Whitewater Aquatic And Fitness Center | Whitewater | WI | 11/2017 | 06/2020 |
| Iris | Whitewater | WI | 04/2019 | 07/2020 |
| Turtle Lake Tap & Grill | Whitewater | WI | 05/2020 | 09/2021 |
| Teachers On Call | Milwaukee | WI | 09/2020 | 06/2021 |
| Oak Creek & Franklin School District | Oak Creek | WI | 09/2021 | 06/2022 |
| Uber | Milwaukee | WI | 03/2021 | 03/2023 |
| Bankers Life & Casualty, Inc | Charlotte | NC | 03/2023 | Present |
| Uncle Harry's | Waterford | WI | 05/2014 | 09/2016 |
| Summer Playground | Waterford | WI | 06/2015 | 09/2016 |
| Bankers Life Securities, Inc | Charlotte | NC | 06/2024 | Present |
| Bankers Life Advisory Services, Inc | Charlotte | NC | 07/2025 | Present |
BLC POSITION: Insurance Agent NATURE: Call prospects to find needs of retirement services such as advisory, Medicare, life insurance, LTC insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/01/2023 ADDRESS: 10706 Sikes Pl Ste 300, Charlotte NC 28277, 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. UBER POSITION: Driver NATURE: I offer ride sharing services to people. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/01/2023 ADDRESS: 1725 Third Street, San Francisco CA 94158, United States DESCRIPTION: There are no major requirements other than a clean driving record.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-18 |
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