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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
GA RA APPROVED 2026-02-05
NJ RA APPROVED 2022-10-18
  • GA RA
    APPROVED
    Since 2026-02-05
  • NJ RA
    APPROVED
    Since 2022-10-18

Branch Locations

2849 Paces Ferry Rd, Ste 360, Atlanta, GA 30339 • 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
Bankers Life & Casualty Co. Atlanta GA 10/2004 Present
Bankers Life Securities Atlanta GA 06/2021 Present
Bankers Life Advisory Services Atlanta GA 10/2022 Present
  • 10/2004 → Present
    Bankers Life & Casualty Co.
    Atlanta, GA
  • 06/2021 → Present
    Bankers Life Securities
    Atlanta, GA
  • 10/2022 → Present
    Bankers Life Advisory Services
    Atlanta, GA
Other Businesses

BANKERS LIFE & CASUALTY POSITION: USV NATURE: Insurance sales and team development and management INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 120 START DATE: 10/22/2004 ADDRESS: Banker's Life and Casualty Co Atlanta, GA United States DESCRIPTION: MANAGE A TEAM OF AGENTS, RESPONSIBLE FOR HIRING AND TRAINING OF 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 2022-10-11
  • S66 Uniform Combined State Law Examination
    2022-10-11

View on SEC IAPD

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