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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
TX RA APPROVED 2026-03-23
PA RA APPROVED 2026-01-02
MS RA APPROVED 2025-12-09
KY RA APPROVED 2025-11-07
TN RA APPROVED 2025-03-04
  • TX RA
    APPROVED
    Since 2026-03-23
  • PA RA
    APPROVED
    Since 2026-01-02
  • MS RA
    APPROVED
    Since 2025-12-09
  • KY RA
    APPROVED
    Since 2025-11-07
  • TN RA
    APPROVED
    Since 2025-03-04

Branch Locations

613 Baltimore Dr, Wilkes Barre, PA 18702 • 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, Inc Wilkes Barre PA 10/2022 Present
United States Army Fort Campbell KY 06/2018 12/2022
Eastern University Radnor PA 07/2016 06/2018
Bankers Life Securities, Inc Wilkes Barre PA 08/2024 Present
Bankers Life Advisory Services, Inc Wilkes Barre PA 03/2025 Present
  • 10/2022 → Present
    Bankers Life & Casualty, Inc
    Wilkes Barre, PA
  • 06/2018 → 12/2022
    United States Army
    Fort Campbell, KY
  • 07/2016 → 06/2018
    Eastern University
    Radnor, PA
  • 08/2024 → Present
    Bankers Life Securities, Inc
    Wilkes Barre, PA
  • 03/2025 → Present
    Wilkes Barre, PA
Other Businesses

BANKERSLIFE POSITION: Field Manager NATURE: Sale and service clients who are approaching retirement. I discuss their goals in retirement and provide recommendations on how to achieve them. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 0 START DATE: 10/22/2022 ADDRESS: Wilkes Barre 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 2025-02-27
  • S66 Uniform Combined State Law Examination
    2025-02-27

View on SEC IAPD

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