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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-04 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
25101 Chagrin Boulevard, Ste 170, Beachwood, OH 44122 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Pepper Pike | OH | 06/2011 | 01/2019 |
| Morgan Stanley | Pepper Pike | OH | 01/2019 | 01/2025 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2019 | 01/2025 |
| Bankers Life & Casualty, Inc | Beachwood | OH | 10/2025 | Present |
| Bankers Life Advisory Services, Inc | Beachwood | OH | 02/2026 | Present |
| Grandview Consulting | Shaker Heights | OH | 01/2025 | 10/2025 |
| Bankers Life Securities, Inc | Beachwood | OH | 02/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith | Cleveland | OH | 10/2007 | 01/2019 |
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 | 1999-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-18 |
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