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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-07-05 |
Branch Locations
3939 West Ridge Road Ste B-8, Erie, PA 16506 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
2 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 |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Erie | PA | 10/2006 | Present |
| Bankers Life Securities, Inc | Erie | PA | 06/2016 | Present |
| Bankers Life Advisory Services, Inc | Erie | PA | 07/2016 | Present |
1. BANKERS LIFE & CASUALTY; 3939 W RIDGE ROAD, SUITE B-8, ERIE, PA 16506; INSURANCE AGENT; SALES & SERVICE OF INSURANCE PRODUCTS; START-10/2006; 200 HRS/MONTH. 2. JOHN BAMBERGER; 2628 COCHRAN ST, ERIE, PA 16508; PROPERTY OWNER; LANDLORD, DELEGATE REPAIRS, PROCESS APPLICATIONS; START-02/1991; 4 HRS/MONTH. BANKERS LIFE & CASUALTY, INC POSITION: AGENT NATURE: MARKETING AND SALES OF INDEX ANNUITIES AND OTHER INSURANCE PRODUCTS INVESTMENT RELATED: NO NUMBER OF HOURS: 200 INVESTMENT RELATED HOURS: 150 START DATE: 10/06/2006 ADDRESS: 3939 WEST RIDGE RD. SUITE B-8, ERIE PA 16506 DESCRIPTION: MARKETING AND SALES OF INSURANCE PRODUCTS BANKERS LIFE & CASUALTY POSITION: INSURANCE AGENT NATURE: SALE OF FIXED INSURANCE AND ANNUITY PRODUCTS INVESTMENT RELATED: YES NUMBER OF HOURS: 200 INVESTMENT RELATED HOURS: 200 START DATE: 10/06/2006 ADDRESS: 3939 WEST RIDGE ROAD, SUITE B8, ERIE PA 16506 DESCRIPTION: SELL FIXED INSURANCE AND ANNUITY PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-17 |
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