Best Investors Account Sign in
Current Employers
Bankers Life Advisory Services, Inc.

303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2017-11-30
  • GA RA
    APPROVED
    Since 2017-11-30

Branch Locations

303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States

700 Churchill Ct Ste 110, Woodstock, GA 30188 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Bankers Life & Casualty Woodstock GA 09/2016 Present
Bankers Life Securities Inc Woodstock GA 09/2017 Present
Bankers Life Advisory Services Woodstock GA 11/2017 Present
  • 09/2016 → Present
    Bankers Life & Casualty
    Woodstock, GA
  • 09/2017 → Present
    Bankers Life Securities Inc
    Woodstock, GA
  • 11/2017 → Present
    Bankers Life Advisory Services
    Woodstock, GA
Previous Registrations
  • 2012-07-17 → 2013-07-24
    Merrimac Corporate Securities, Inc.
    Altamonte Springs, FL
  • 2010-12-01 → 2012-05-23
    Woodbury Financial Services, Inc.
    Orlando, FL
    Orlando, FL
    Winter Park, FL
  • 2010-01-12 → 2010-08-31
    Chase Investment Services Corp.
    New Port Richey, FL
    Brandon, FL
    Clearwater, FL
    Orlando, FL
    Tampa, FL
    Sarasota, FL
    Brooksville, FL
    Wesley Chapel, FL
    Sarasota, FL
    Lakeland, FL
    Tampa, FL
    Holiday, FL
    Tarpon Springs, FL
    Tampa, FL
    Tampa, FL
    Land O Lakes, FL
    Tampa, FL
    St. Petersburg, FL
    Tampa, FL
    New Port Richey, FL
    Orlando, FL
    Orlando, FL
    Saint Petersburg, FL
    Spring Hill, FL
    Bradenton, FL
    Clearwater, FL
    Lakeland, FL
    Sarasota, FL
    Orlando, FL
    Tampa, FL
    Largo, FL
    Orlando, FL
    Pinellas Park, FL
    Venice, FL
    Winter Haven, FL
    Orlando, FL
    Tampa, FL
    Orlando, FL
    Orlando, FL
    Pinellas Park, FL
    Pinellas Park, FL
    St. Petersburg, FL
    Valrico, FL
    Orlando, FL
Other Businesses

BANKERS LIFE & CASUALTY POSITION: Agency Director NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 03/01/2024 ADDRESS: 700 Churchill Ct, Suite 110, Woodstock GA 30188, 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-11
  • S66 Uniform Combined State Law Examination
    2017-11-11

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor