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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2020-05-21 |
Branch Locations
861 Jefferson Street Ste A ,, Pocatello, ID 83201 • 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 And Casualty | Pocatello | ID | 10/2004 | Present |
| Bankers Life Securities Inc | Pocatello | ID | 04/2017 | Present |
| Bankers Life Advisory Services, Inc | Pocatello | ID | 05/2020 | Present |
BANKERS LIFE AND CASUALTY POSITION: Branch Sales Manager/Insurance Agent NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 11/01/2004 ADDRESS: 861 Jefferson Ave ste 1, Pocatello ID 83201, United States DESCRIPTION: Recruit and train insurance agent. Non Variable insurance sales and service. RIVERSIDE ESTATES HOA POSITION: Treasurer NATURE: The HOA collects dues and pays for:Lawn CareSnow removalWater, sewer, and trash removalExterior of buildings including roofs INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/07/2024 ADDRESS: 2850 Bannock Hwy UnitM, Pocatello ID 83204, United States DESCRIPTION: RecordHOA duesPay billsManage Savings for insurance and roof replacement.Keep financial records
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-11 |
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