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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
VA RA APPROVED 2026-05-12
NC RA APPROVED 2022-01-07
  • VA RA
    APPROVED
    Since 2026-05-12
  • NC RA
    APPROVED
    Since 2022-01-07

Branch Locations

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

10706 Sikes Place Ste 300, Charlotte, NC 28277 • 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
Bankerslife And Casualty Company Charlotte NC 07/2018 Present
Backstreets Bar & Grill Hickory NC 10/2015 06/2019
Sarstedt, Inc. Newton NC 05/2017 07/2017
Lenoir Rhyne University Hickory NC 08/2014 05/2018
Lenoir Rhyne University Hickory NC 08/2015 12/2018
Bankers Life Securities Charlotte NC 09/2020 Present
Bankers Life Advisory Services Charlotte NC 01/2022 Present
  • 07/2018 → Present
    Bankerslife And Casualty Company
    Charlotte, NC
  • 10/2015 → 06/2019
    Backstreets Bar & Grill
    Hickory, NC
  • 05/2017 → 07/2017
    Sarstedt, Inc.
    Newton, NC
  • 08/2014 → 05/2018
    Lenoir Rhyne University
    Hickory, NC
  • 08/2015 → 12/2018
    Lenoir Rhyne University
    Hickory, NC
  • 09/2020 → Present
    Bankers Life Securities
    Charlotte, NC
  • 01/2022 → Present
    Bankers Life Advisory Services
    Charlotte, NC
Other Businesses

BANKERS LIFE & CASUALTY POSITION: Unit Field Trainer NATURE: Insurance producer INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 20 START DATE: 07/24/2018 ADDRESS: 10706 Sikes place Ste 300, Charlotte NC 28277, United States DESCRIPTION: Recruit and train insurance agents. I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-29
  • S66 Uniform Combined State Law Examination
    2021-12-29
Other Names
  • Karl Lee Mount

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