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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
NJ RA APPROVED 2025-07-23
FL RA APPROVED 2016-07-20
  • NJ RA
    APPROVED
    Since 2025-07-23
  • FL RA
    APPROVED
    Since 2016-07-20

Branch Locations

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

2203 N Lois Ave Ste 1125, Tampa, FL 33607 • 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 Securities, Inc. Jacksonville FL 05/2016 04/2021
Bankerslife And Casualty Jacksonville FL 07/2003 04/2021
Hip Bar Brands Middleburg FL 01/2019 04/2021
Bankers Life Advisory Services Tampa FL 04/2021 Present
Bankers Life Securities Tampa FL 04/2021 Present
Bankers Life & Casualty Tampa FL 04/2021 Present
  • 05/2016 → 04/2021
    Bankers Life Securities, Inc.
    Jacksonville, FL
  • 07/2003 → 04/2021
    Bankerslife And Casualty
    Jacksonville, FL
  • 01/2019 → 04/2021
    Hip Bar Brands
    Middleburg, FL
  • 04/2021 → Present
    Bankers Life Advisory Services
    Tampa, FL
  • 04/2021 → Present
    Bankers Life Securities
    Tampa, FL
  • 04/2021 → Present
    Bankers Life & Casualty
    Tampa, FL
Previous Registrations
  • 2012-01-18 → 2016-05-27
    Concourse Financial Group Securities, Inc.
    Jacksonville, FL
    Birmingham, AL
    Jacksonville, FL
    Birmingham, AL
Other Businesses

SERVICE PROPERTY.PRIVATELY HELD ASSET POSITION: PRESIDENT/OWNER NATURE: LANDLORD; RENT INVESTMENT RELATED: NO HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 04/01/2007 ADDRESS: 3143 HOLLOW TREE CT, JACKSONVILLE FL 32216 DESCRIPTION: OWN A SUB-CHAPTER S CORP. FOR TAX PURPOSES BANKERS LIFE & CASUALTY POSITION: UNIT SUPERVISOR NATURE: INSURANCE INVESTMENT RELATED: NO HOURS: 250 INVESTMENT RELATED HOURS: 160 START DATE: 06/04/2010 ADDRESS:6620 SOUTHPOINT DRIVE SOUTH, SUITE 400, JACKSONVILLE, FL 32216 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. BANKERSLIFE SECURITIES POSITION: IAR NATURE: Full Service Broker Dealer INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/01/2016 ADDRESS: 2203 N. Lois Ave, Suite 1125, Tampa FL 33607, United States DESCRIPTION: open accounts and sell securities CONMY CONSULTING POSITION: president/owner NATURE: DBA for tax purposes. There is no "board of Directors". I do have a checking account that exists in the corporations name and my BLC commissions are deposited into it. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/04/2005 ADDRESS: 11902 Mandevilla CT, Tampa FL 33626, United States DESCRIPTION: This is a sub chapter S corporation used for tax purposes. There are no expectations of me in relation to the corp.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-01-16
  • S66 Uniform Combined State Law Examination
    2012-01-16

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