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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-06-29 |
Branch Locations
1200 Ridgefield Blvd. Suite 190, Asheville, NC 28806 • 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 |
|---|---|---|---|---|
| Banker'S Life & Casulty, Inc | Charlotte | NC | 08/2000 | Present |
| Bankers Life Securities, Inc. | Asheville | NC | 05/2016 | Present |
| Bankers Life Advisory Services, Inc | Asheville | NC | 06/2018 | Present |
BANKERS RETIREMENT SOLUTIONS - DBA BANKERS LIFE AND CASUALTY POSITION: INSURANCE AGENT NATURE: INSURANCE SALES INVESTMENT RELATED: NO HOURS: 180 INVESTMENT RELATED HOURS: 180 START DATE: 08/22/2000 ADDRESS: 1200 RIDGEFIELD BLVD., SUITE 190, ASHEVILLE NC 28806 DESCRIPTION: CONTACT POTENTIAL CLIENTS AND CURRENT CLIENTS TO SELL NON VARIABLE INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-05 |
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