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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 2019-03-13
  • NJ RA
    APPROVED
    Since 2019-03-13

Branch Locations

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

1433 Hooper Ave. Suite 121, Toms River, NJ 08753 • 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 Tinton Falls NJ 02/2007 04/2022
Bankers Life Securities, Inc. Tinton Falls NJ 05/2016 04/2022
Bankers Life Advisory Services Toms River NJ 03/2019 04/2022
Bankers Life Toms River NJ 05/2022 Present
Bankers Life Securities Toms River NJ 05/2022 Present
Bankers Life Advisory Services Toms River NJ 05/2022 Present
  • 02/2007 → 04/2022
    Bankers Life & Casualty
    Tinton Falls, NJ
  • 05/2016 → 04/2022
    Bankers Life Securities, Inc.
    Tinton Falls, NJ
  • 03/2019 → 04/2022
    Bankers Life Advisory Services
    Toms River, NJ
  • 05/2022 → Present
    Bankers Life
    Toms River, NJ
  • 05/2022 → Present
    Bankers Life Securities
    Toms River, NJ
  • 05/2022 → Present
    Bankers Life Advisory Services
    Toms River, NJ
Other Businesses

BANKERS LIFE POSITION: insurance agent NATURE: Insurance sales and service. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 02/01/2007 ADDRESS: 1433 Hooper Ave. Suite 121, Toms River NJ 08753, United States DESCRIPTION: I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, 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
S66 Uniform Combined State Law Examination 2019-03-12
  • S66 Uniform Combined State Law Examination
    2019-03-12

View on SEC IAPD

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