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Current Employers
Bankers Life Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2026-03-17
OH RA APPROVED 2025-07-16
CA RA APPROVED 2024-10-30
  • HI RA
    APPROVED
    Since 2026-03-17
  • OH RA
    APPROVED
    Since 2025-07-16
  • CA RA
    APPROVED
    Since 2024-10-30

Branch Locations

5805 Sepulveda Blvd Suite 800, Sherman Oaks, CA 91411 • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Securities Llc Los Angeles CA 08/2015 07/2018
Wells Fargo Bank Na Los Angeles CA 07/2018 09/2021
Wells Fargo Clearing Services Llc Los Angeles CA 08/2018 09/2021
Citigroup Los Angeles CA 09/2021 07/2024
Bankers Life & Casualty, Inc Sherman Oaks CA 09/2024 Present
Bankers Life Securities, Inc. Sherman Oaks CA 10/2024 Present
Unemployed Hawthorne CA 07/2024 09/2024
Bankers Life Advisory Services, Inc Sherman Oaks CA 10/2024 Present
  • 08/2015 → 07/2018
    Jpmorgan Securities Llc
    Los Angeles, CA
  • 07/2018 → 09/2021
    Wells Fargo Bank Na
    Los Angeles, CA
  • 08/2018 → 09/2021
    Los Angeles, CA
  • 09/2021 → 07/2024
    Citigroup
    Los Angeles, CA
  • 09/2024 → Present
    Bankers Life & Casualty, Inc
    Sherman Oaks, CA
  • 10/2024 → Present
    Bankers Life Securities, Inc.
    Sherman Oaks, CA
  • 07/2024 → 09/2024
    Unemployed
    Hawthorne, CA
  • 10/2024 → Present
    Sherman Oaks, CA
Previous Registrations
Other Businesses

BANKERS LIFE AND CASUALTY POSITION: Insurance Agent NATURE: Life and Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/20/2024 ADDRESS: 9herman Oaks, CA 91324, United States DESCRIPTION: 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-06-27
  • S66 Uniform Combined State Law Examination
    2013-06-27
Other Names
  • Angel E Matos
  • Angel Eduardo Matos
  • Angel Matos

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