Bryan Douglas Ellis

Current Employers

Innovative Wealth Management

Trumbull, CT • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2023-05-10

PA RA
APPROVED

Since 2023-05-10

Branch Locations

Chester Springs, PA • United States

Trumbull, CT • 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

Organization	City	State	From	To
Bankers Life & Casualty, Inc	King Of Prussia	PA	02/2012	08/2022
Bankers Life Advisory Services, Inc	King Of Prussia	PA	12/2020	09/2022
Bankers Life	King Of Prussia	PA	02/2012	08/2022
Bryan Ellis Insurance	Chester Springs	PA	08/2022	Present
Iwm Advisory, Llc	Chester Springs	PA	02/2023	Present

02/2012 → 08/2022

Bankers Life & Casualty, Inc

King Of Prussia, PA
12/2020 → 09/2022

Bankers Life Advisory Services, Inc

King Of Prussia, PA
02/2012 → 08/2022

Bankers Life

King Of Prussia, PA
08/2022 → Present

Bryan Ellis Insurance

Chester Springs, PA
02/2023 → Present

Iwm Advisory, Llc

Chester Springs, PA

Previous Registrations

2021-01-28 → 2022-09-07

Bankers Life Advisory Services, Inc.

Chicago, IL

King Of Prussia, PA

Other Businesses

Working for Bankers Life Insurance since Feb 2012. Full time insurance agent working in life insurance, long term care insurance and Medicare supplements and advantage plans. Insurance agent receiving commissions on insurance product sales

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-01-27

S65 Uniform Investment Adviser Law Examination

2021-01-27

Other Names

Bryan D Ellis

View on SEC IAPD