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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2016-09-02 |
Branch Locations
16 Commerce Blvd, Middleboro, MA 02346 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
1 disclosure category 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 And Casualty | Mashpee | MA | 08/2005 | Present |
| Bankers Life Securities, Inc. | Middleboro | MA | 05/2016 | Present |
| Bankers Life Advisory Services | Middleboro | MA | 07/2016 | Present |
BANKERS LIFE AND CASUALTY POSITION: INSURANCE AGENT NATURE: LIFE/HEALTH INSURANCE INVESTMENT RELATED: NO HOURS: 15 INVESTMENT RELATED HOURS: 3 START DATE: 09/05/2005 ADDRESS: 16 COMMERCE BLVD #3, MIDDLEBORO MA 02360 DESCRIPTION: CREATE PLANNING SOLUTIONS FOR CLIENTS USING BANKERS LIFE INSURANCE PRODUCTS- EIA IS ONE SUCH SOLUTION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-24 |
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