Best Investors Account Sign in
Current Employers
Bankers Life Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-07-31
TX RA APPROVED 2019-07-11
  • PA RA
    APPROVED
    Since 2025-07-31
  • TX RA
    APPROVED
    Since 2019-07-11

Branch Locations

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

24624 I-45 North Ste 100, Spring, TX 77386 • 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 Spring TX 09/2012 Present
Bankers Life Securities Spring TX 08/2018 Present
Bankers Life Advisory Services Spring TX 07/2019 Present
  • 09/2012 → Present
    Bankers Life
    Spring, TX
  • 08/2018 → Present
    Bankers Life Securities
    Spring, TX
  • 07/2019 → Present
    Bankers Life Advisory Services
    Spring, TX
Other Businesses

BANKERS LIFE & CASUALTY POSITION: Unit Field Trainer NATURE: sell Medicare insurance, long-term care insurance, life insurance, and annuities INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 70 START DATE: 09/13/2012 ADDRESS: 711 W Bay Area Blvd. Suite 300, Webster TX 77598, 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. MAHAJAN SHAH LLC POSITION: member NATURE: car repair; gas station/convenience store; used car sales 10 employees total, including my husband, my mother, my father, and my uncle The other members of Mahajan Shah LLC include my mother, my father, my husband, two uncles, and one aunt. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 1603 I-45 South, Conroe TX 77301, United States DESCRIPTION: My spouse and parents own a car repair and gas station, which is the LLC. I have invested money in the business, for which I receive interest. I do not participate in any way in the running of the business or its decisions. There are no expectations or requirements of me in this business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-02
S63 Uniform Securities Agent State Law Examination 2018-10-05
  • S65 Uniform Investment Adviser Law Examination
    2019-07-02
  • S63 Uniform Securities Agent State Law Examination
    2018-10-05
Other Names
  • Deepali Mahajan
  • Deepali Shah

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor