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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-04-22 |
| NC | RA | APPROVED | 2016-11-22 |
Branch Locations
10706 Sikes Place Ste 300, Charlotte, NC 28277 • 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 & Casualty, Inc | Charlotte | NC | 03/2008 | Present |
| Bankers Life Securities, Inc. | Charlotte | NC | 05/2016 | Present |
| Bankers Life Advisory Services, Inc | Charlotte | NC | 05/2016 | Present |
BANKERS LIFE & CASUALTY, INC POSITION: Agent NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 160 START DATE: 03/24/2008 ADDRESS: 10706 Sikes Place, Suite 300, Charlotte NC 28208, United States DESCRIPTION: NON VARIABLE INSURANCE PRODUCT SALES AND SERVICE. BGUILD FINANCIAL POSITION: President NATURE: LLC facilitating income flow. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/21/2018 ADDRESS: 2516 Alyssa Ln, Charotte NC 28208, United States DESCRIPTION: I write paychecks.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-06 |
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