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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 2026-04-02
GA RA APPROVED 2026-02-05
MO RA APPROVED 2026-01-14
CA RA APPROVED 2022-02-03
  • FL RA
    APPROVED
    Since 2026-04-02
  • GA RA
    APPROVED
    Since 2026-02-05
  • MO RA
    APPROVED
    Since 2026-01-14
  • CA RA
    APPROVED
    Since 2022-02-03

Branch Locations

301 N Cattleman Rd Suite 106, Sarasota, FL 34232 • United States

303 E. Wacker Drive Ste 500, Chicago, IL 60601 • 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 Yes
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bankers Life & Casualty Long Beach CA 02/2020 07/2022
Unemployment Long Beach CA 07/2018 02/2020
Unemployment Rialto CA 07/2017 07/2018
California State University - San Bernardino San Bernardino CA 01/2017 07/2017
Federal Bureau Of Prisons Victorville CA 09/2012 12/2016
Bankers Life Securities Long Beach CA 01/2021 07/2022
Bankers Life Advisory Services Long Beach CA 02/2022 07/2022
Bankers Life Securities, Inc Sarasota FL 07/2022 Present
Bankers Life Advisory Services, Inc Sarasota FL 07/2022 Present
Bankers Life & Casualty, Inc Sarasota FL 07/2022 Present
  • 02/2020 → 07/2022
    Bankers Life & Casualty
    Long Beach, CA
  • 07/2018 → 02/2020
    Unemployment
    Long Beach, CA
  • 07/2017 → 07/2018
    Unemployment
    Rialto, CA
  • 01/2017 → 07/2017
    California State University - San Bernardino
    San Bernardino, CA
  • 09/2012 → 12/2016
    Federal Bureau Of Prisons
    Victorville, CA
  • 01/2021 → 07/2022
    Bankers Life Securities
    Long Beach, CA
  • 02/2022 → 07/2022
    Bankers Life Advisory Services
    Long Beach, CA
  • 07/2022 → Present
    Bankers Life Securities, Inc
    Sarasota, FL
  • 07/2022 → Present
    Sarasota, FL
  • 07/2022 → Present
    Bankers Life & Casualty, Inc
    Sarasota, FL
Other Businesses

BANKERS LIFE & CASUALTY, INC POSITION: Assistant NATURE: I will be assisting an agent with the processing of documents of her current and prospective clients as well as customer service-related activities. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 10/31/2022 ADDRESS: 9301 Corbin Ave, Ste 1000, Northridge CA 91324, United States DESCRIPTION: I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, 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. RENTAL PROPERTY POSITION: Owner NATURE: The business is renting out a property to tenants on a long-term basis. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/06/2026 ADDRESS: 926 / 928 SW 39th Terrace, Cape Coral FL 33914, United States DESCRIPTION: I would own a rental property with my spouse that would be managed by a property management firm. My requirements would be ensure the property remains habitable for the occupants and the mortgage is paid.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-02
S63 Uniform Securities Agent State Law Examination 2021-02-24
  • S66 Uniform Combined State Law Examination
    2022-02-02
  • S63 Uniform Securities Agent State Law Examination
    2021-02-24
Designations

View on SEC IAPD

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