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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
MI RA APPROVED 2025-03-12
FL RA APPROVED 2023-01-11
  • MI RA
    APPROVED
    Since 2025-03-12
  • FL RA
    APPROVED
    Since 2023-01-11

Branch Locations

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

6277 Sea Harbor Dr Ste 202, Orlando, FL 32831 • 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, Inc Orlando FL 12/2017 Present
Epic Aibonito Inc Aibonito PR 10/2015 09/2017
Bankers Life Securities, Inc Orlando FL 11/2019 Present
Kfa/Humana Orlando FL 09/2018 Present
Bankers Life Advisory Services, Inc Orlando FL 11/2022 Present
  • 12/2017 → Present
    Bankers Life & Casualty, Inc
    Orlando, FL
  • 10/2015 → 09/2017
    Epic Aibonito Inc
    Aibonito, PR
  • 11/2019 → Present
    Bankers Life Securities, Inc
    Orlando, FL
  • 09/2018 → Present
    Kfa/Humana
    Orlando, FL
  • 11/2022 → Present
    Orlando, FL
Other Businesses

BANKERS LIFE AND CASUALTY POSITION: Insurance Agent NATURE: Seeking insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 160 START DATE: 12/27/2017 ADDRESS: 6277 Sea Harbor Dr Suite 202, Ste 149, Orlando FL 32821, 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-12
S63 Uniform Securities Agent State Law Examination 2022-04-16
  • S65 Uniform Investment Adviser Law Examination
    2022-11-12
  • S63 Uniform Securities Agent State Law Examination
    2022-04-16

View on SEC IAPD

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