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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-07 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
13461 Parker Commons Blvd Ste 205, Ft Myers, FL 33912 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tri-State | Philadelphia | PA | 04/2009 | 08/2021 |
| Bankers Life & Casualty, Inc | Fort Myers | FL | 10/2021 | Present |
| Bankers Life Securities, Inc | Fort Myers | FL | 06/2024 | Present |
| Bankers Life Advisory Services, Inc | Ft Myers | FL | 01/2025 | 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-30 |
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