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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
KY RA APPROVED 2024-01-22
  • KY RA
    APPROVED
    Since 2024-01-22

Branch Locations

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

3620 Blackiston Blvd Ste 100, New Albany, IN 47150 • 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 New Albany IN 06/2017 Present
Jefferson County Public Schools Louisville KY 08/2008 06/2017
Bankers Life Securities New Albany IN 02/2019 Present
  • 06/2017 → Present
    Bankers Life & Casualty
    New Albany, IN
  • 08/2008 → 06/2017
    Jefferson County Public Schools
    Louisville, KY
  • 02/2019 → Present
    Bankers Life Securities
    New Albany, IN
Other Businesses

BANKERS LIFE POSITION: Insurance agent/Unit Field Trainer NATURE: Insurance agency for life and health insurance products including Medicare supplements and Medicare advantage plans. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2017 ADDRESS: 3620 Blackiston Blvd #100, New Albany IN 47150, 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 2019-03-08
  • S66 Uniform Combined State Law Examination
    2019-03-08

View on SEC IAPD

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