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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 2022-07-25
  • VA RA
    APPROVED
    Since 2022-07-25

Branch Locations

4501 Singer Court Ste 160, Chantilly, VA 20151 • United States

303 E. Wacker Drive Ste 500, Chicago, IL 60601 • 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
Transamerica Financial Advisors, Inc Gaithersburg MD 05/2021 07/2022
World Financial Group, Inc. Gaithersburg MD 06/2015 07/2022
Hughes Network Systems Germantown MD 08/2016 10/2018
Cvent Mclean VA 11/2018 07/2020
Bankers Life Chantilly VA 07/2022 Present
Bankers Life Securities Chantilly VA 07/2022 Present
Bankers Life Advisory Services Chantilly VA 07/2022 Present
  • 05/2021 → 07/2022
    Transamerica Financial Advisors, Inc
    Gaithersburg, MD
  • 06/2015 → 07/2022
    World Financial Group, Inc.
    Gaithersburg, MD
  • 08/2016 → 10/2018
    Hughes Network Systems
    Germantown, MD
  • 11/2018 → 07/2020
    Cvent
    Mclean, VA
  • 07/2022 → Present
    Bankers Life
    Chantilly, VA
  • 07/2022 → Present
    Bankers Life Securities
    Chantilly, VA
  • 07/2022 → Present
    Bankers Life Advisory Services
    Chantilly, VA
Previous Registrations
Other Businesses

BANKER'S LIFE POSITION: Field Manager NATURE: Insurance Agent; Field manager INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 06/17/2024 ADDRESS: 4501 Singer Ct Ste 160, Chantilly VA 20190, 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. GLORIA ZHANG IAFR POSITION: I'm the only owner and employee for this S-corp. NATURE: I am the only owner and employee of this S-corp. This S-corp is used to better-organize my business income, expenses and tax that come from my Bankers Life, Bankers Life Securities and Bankers Life Advisory Services. There will be no other business activities than Bankers Life, Bankers Life Securities and Bankers Life Advisory Services. At Bankers Life Securities and Bankers Life Advisory Services, I will conduct security related business activities. This S-Corp is set up so I can separate my business and personal bank account, credit card and tax filing. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 0 START DATE: 10/13/2023 ADDRESS: 9490 Virginia Center Blvd, Apt 124, Vienna VA 22181, United States DESCRIPTION: I am the only owner and employee of this S-corp. This S-corp is used to better-organize my business income, expenses and taxthat come from my Bankers Life, Bankers Life Securities and Bankers Life Advisory Services. There will be no other business activities than Bankers Life, Bankers Life Securities and Bankers Life Advisory Services. This S-Corp is set up so I can separate my business and personal bank account, credit card and tax filing.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-18
S63 Uniform Securities Agent State Law Examination 2022-02-09
  • S65 Uniform Investment Adviser Law Examination
    2022-02-18
  • S63 Uniform Securities Agent State Law Examination
    2022-02-09
Other Names
  • Gloria Konowe
  • Gloria Zhang

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