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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
WI RA APPROVED 2024-11-25
NV RA APPROVED 2017-12-13
  • WI RA
    APPROVED
    Since 2024-11-25
  • NV RA
    APPROVED
    Since 2017-12-13

Branch Locations

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

2100 Riverside Drive Ste 102, Greenbay, WI 54301 • United States

Neenah, WI • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bankers Life And Casualty Neenah WI 12/2010 Present
Bankers Life Securities, Inc Neenah WI 04/2016 Present
  • 12/2010 → Present
    Bankers Life And Casualty
    Neenah, WI
  • 04/2016 → Present
    Bankers Life Securities, Inc
    Neenah, WI
Other Businesses

WW INC. POSITION: Health Coach NATURE: Members pay monthly dues for access to the WW weight loss program including online material and weekly meetings. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 02/24/2020 ADDRESS: 300 Jericho Quadrangle, Suite 350, Jericho NY 11753, United States DESCRIPTION: I am a part time health coach at WW formerly Weight Watchers. In this role I teach classes on how to loss weight and maintain a healthy lifestyle. I am a substitute instructor at this time and cover for other instructors when they need time off.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-30
  • S66 Uniform Combined State Law Examination
    2016-12-30

View on SEC IAPD

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