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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
TN RA APPROVED 2020-05-27
  • TN RA
    APPROVED
    Since 2020-05-27

Branch Locations

1600 West Gate Circle Suite 250, Brentwood, TN 37027 • 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
Bankers Life Securities, Inc. Brentwood TN 05/2016 Present
Bankers Life & Casualty Co. Brentwood TN 01/2014 Present
  • 05/2016 → Present
    Bankers Life Securities, Inc.
    Brentwood, TN
  • 01/2014 → Present
    Bankers Life & Casualty Co.
    Brentwood, TN
Other Businesses

BANKERS LIFE & CASUALTY POSITION: ASSISTANT REGIONAL DIRECTOR AND BRANCH SALES MANAGER NATURE: INSURANCE INVESTMENT RELATED: NO NUMBER OF HOURS: 160 INVESTMENT RELATED HOURS: 40 START DATE: 01/15/2005 ADDRESS: 1600, BRENTWOOD TN 37027 DESCRIPTION: MANAGE A TEAM OF AGENTS, RESPONSIBLE FOR HIRING AND TRAINING OF 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. NOLAN PATTEE POSITION: Owner NATURE: Real Estate Rental properties. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 8 START DATE: 05/01/2013 ADDRESS: 9868 SAM DONALD RD, NOLENSVILLE TN 37135-9410, United States DESCRIPTION: I purchase multi-family properties. I own a duplex and 5 other personal residences that I rent out. I'm in the process of acquiring 4 more duplex's. I hire a property manager that completely manages the properties and all aspects of leases, rents, and repairs. All properties are listed in my personal name. BURKLOW CLYDETON LLC POSITION: Partner NATURE: Real Estate Investment. Again, purchased a 44 unite apartment complex. We have a partner rehabbing the property and then we will fill it with long term renters. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/06/2024 ADDRESS: 5552 Franklin Pike, Nashville TN 37220, United States DESCRIPTION: Real Estate investment purposes. I'm 1 of 4 parnters with 25% interest in the LLC. We've purchased a 44 unit apartment complex we are rehabbing and will hold for long term investment.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-20
S63 Uniform Securities Agent State Law Examination 2008-08-28
  • S65 Uniform Investment Adviser Law Examination
    2020-05-20
  • S63 Uniform Securities Agent State Law Examination
    2008-08-28
Other Names
  • Nolan J Pattee

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