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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
IL RA APPROVED 2020-12-02
  • IL RA
    APPROVED
    Since 2020-12-02

Branch Locations

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 And Casualty Company Chicago IL 11/2011 Present
Bankers Life Securities, Inc Chicago IL 04/2016 Present
Bankers Life Advisory Services Chicago IL 11/2020 Present
  • 11/2011 → Present
    Bankers Life And Casualty Company
    Chicago, IL
  • 04/2016 → Present
    Bankers Life Securities, Inc
    Chicago, IL
  • 11/2020 → Present
    Bankers Life Advisory Services
    Chicago, IL
Other Businesses

Company: Bankers Life and Casualty Company Non Investment-Related Address: 6160 N Cicero Avenue, Suite 500, Chicago, IL 60646 Telephone: 773-202-7100 Type of Business: Insurance Sales Position: Agent Start Date: 05/2007 Approximate number of hours/month: 20 hours total through the course of 1 year. Duties: Meeting with clients, collecting facts, providing a presentation on a particular product to meet client's need, and customer service. Number of hours you devote to the other business during securities trading hours: 0

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-05
  • S65 Uniform Investment Adviser Law Examination
    2020-09-05

View on SEC IAPD

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