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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
FL RA APPROVED 2022-08-08
  • FL RA
    APPROVED
    Since 2022-08-08

Branch Locations

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

444 Seabreeze Blvd #400, Daytona Beach, FL 32118 • 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
Vital Records Control Of Fl, Llc Melbourne FL 11/2013 03/2017
Unemployed New Smyrna Beach FL 04/2017 11/2017
Ocean Properties & Management, Inc. New Smyrna Beach FL 12/2017 Present
Bankers Life & Casualty, Inc Daytona Beach FL 08/2019 Present
Bankers Life Securities, Inc Daytona Beach FL 09/2020 Present
Volusia County Schools Deland FL 11/2018 06/2021
Bankers Life Securities, Inc Daytona Beach FL 08/2022 Present
  • 11/2013 → 03/2017
    Vital Records Control Of Fl, Llc
    Melbourne, FL
  • 04/2017 → 11/2017
    Unemployed
    New Smyrna Beach, FL
  • 12/2017 → Present
    Ocean Properties & Management, Inc.
    New Smyrna Beach, FL
  • 08/2019 → Present
    Bankers Life & Casualty, Inc
    Daytona Beach, FL
  • 09/2020 → Present
    Bankers Life Securities, Inc
    Daytona Beach, FL
  • 11/2018 → 06/2021
    Volusia County Schools
    Deland, FL
  • 08/2022 → Present
    Bankers Life Securities, Inc
    Daytona Beach, FL
Other Businesses

Working for Bankers Life & Casualty (Insurance Company) since August 2019, currently located in Daytona Beach, FL. Full time agent selling life insurance, long term care insurance, and medicare supplement insurance. PDS WAREHOUSE, LLC POSITION: Limited Partner NATURE: We own a commercial building that is rented to a tenant, i.e., commercial rental property. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2013 ADDRESS: 680 Atlantis Road, Melbourne FL 32904, United States DESCRIPTION: I am simply a limited partner (passive individual) with 5% share of profit, loss, and capital. SILVER SANDS CIVIC ASSOCIATION POSITION: Vice-President NATURE: There are approximately 98 member homes (within Silver Sands) in this volunteer organization. There is a nominal fee to belong to the organization. The fees that are collected are used for maintaining the clubhouse, sponsoring social events, and donating to various causes within the community. Basically, this organization is a not for profit and was formed decades again for the purpose of bettering the community through socialization, monitoring legislative items that may effect the community, improving safety within the community as needed. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 5 Palm Dr., New Smyrna Beach FL 32169, United States DESCRIPTION: This position requires the person to attend monthly community board meetings where the board discusses and votes on topics related to the community's socialization, security & safety, involvement in legislative topics, and other related matters. OCEAN PROPERTIES & MANAGEMENT, INC. POSITION: REALTOR NATURE: Real Estate Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 12/04/2017 ADDRESS: 3500 S Atlantic Ave, New Smyrna Beach FL 32168, United States DESCRIPTION: I work independently as a realtor representing both buyers and sellers in residential real estate transactions. Organizational requirements include that I maintain my real estate license in Florida and maintaining the State's required amount of continuing education. OCEAN ASSOCIATES, INC. POSITION: Real Estate Salesperson NATURE: Real estate sales referrals INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 3500 S Atlantic Ave, New Smyrna Beach FL 32169, United States DESCRIPTION: Salesperson agrees to provide listing and selling leads to Broker from time totime, and otherwise to promote the business of serving the public in real estatetransactions to the end that each of the parties hereto may derive the greatestprofit possible.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-07-16
S65 Uniform Investment Adviser Law Examination 2022-07-30
  • S63 Uniform Securities Agent State Law Examination
    2024-07-16
  • S65 Uniform Investment Adviser Law Examination
    2022-07-30
Other Names
  • Jim Myers
  • James Peter Myers
  • James P Myers

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