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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
CA RA APPROVED 2025-01-03
  • CA RA
    APPROVED
    Since 2025-01-03

Branch Locations

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

994 Mill St Ste 250, San Luis Obispo, CA 93401 • 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
Bankers Life & Casualty, Inc Santa Barbara CA 05/2015 Present
Bankers Life Advisory Services, Inc Santa Barbara CA 05/2020 Present
Other Businesses

Bankers Life & Casualty Position: Unit Field Trainer Nature: Bankers Life and Casualty Investment Related: No Hours: 40Securities Trading Hours: 10Start Date: 05/15/2016 Address: 1525 State St Ste 103, Santa Barbara CA 93101, United States Description: Recruit and train insurance 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
S65 Uniform Investment Adviser Law Examination 2021-03-05
  • S65 Uniform Investment Adviser Law Examination
    2021-03-05

View on SEC IAPD

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