Best Investors Account Sign in
Current Employers
Bankers Life Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-08-10
  • FL RA
    APPROVED
    Since 2016-08-10

Branch Locations

6620 Southpoint Drive South Ste 400, Jacksonville, FL 32216 • 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 & Casualty Jacksonville FL 03/2010 Present
Bankers Life Securities, Inc. Jacksonville FL 05/2016 Present
Bankers Life Advisory Services Jacksonville FL 07/2016 Present
  • 03/2010 → Present
    Bankers Life & Casualty
    Jacksonville, FL
  • 05/2016 → Present
    Bankers Life Securities, Inc.
    Jacksonville, FL
  • 07/2016 → Present
    Bankers Life Advisory Services
    Jacksonville, FL
Previous Registrations
  • 2014-02-12 → 2016-05-27
    Concourse Financial Group Securities, Inc.
    Jacksonville, FL
    Birmingham, AL
Other Businesses

BANKERS LIFE & CASUALTY POSITION: Agent NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 40 START DATE: 03/10/2010 ADDRESS: 6620 Southpoint Drive South, Suite 400, Jacksonville FL 32216 DESCRIPTION: Non Variable Insurance Sales and Service. MARK S. THOMAS CONSULTING, INC. POSITION: President NATURE: Hold rental property for Estate Planning purposes and pay President for income tax purposes. INVESTMENT RELATED: NO NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/15/2014 ADDRESS: 10263 Fontana Court South, Jacksonville FL 32225 DESCRIPTION: Own & manage rental properties, and used to pay Federal Income Tax, 1099 with companies. Own & manage ownership of 39' sailboat. MARK THOMAS POSITION: Minister NATURE: Occasional weddings, funerals and other church speaking by invitation INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2006 ADDRESS: 10263 Fontana Court South, Jacksonville FL 32225 DESCRIPTION: Public Speaking on non investment related topics 99FOR1, INC POSITION: Corporate Secretary, Trustee NATURE: Christian Discipleship Ministry INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: 12219 Springmoor Five Court, Jacksonville FL 32225, United States DESCRIPTION: Conduct board meetings. To give spiritual and wise counsel to the other officers in my areas of expertise, attend all meetings and give advance notice of absenteeism.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-02-11
  • S66 Uniform Combined State Law Examination
    2014-02-11

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Jacksonville, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor