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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 2025-02-25
  • TX RA
    APPROVED
    Since 2025-02-25

Branch Locations

9830 Colonnade Blvd Ste 250, San Antonio, TX 78230 • 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 Augusta ME 11/2020 10/2022
Bankers Life & Casualty, Inc San Antonio TX 10/2022 Present
Cellular Sales Waterville ME 06/2019 10/2020
Full-Time Education Waterville ME 09/2015 05/2019
Shop'n Save Fort Kent ME 06/2014 09/2017
Kmart Lihue HI 07/2018 08/2018
Ross Dress For Less Kapa'a HI 08/2018 08/2018
Thomas College Waterville ME 01/2017 05/2019
Bankers Life Securities, Inc San Antonio TX 12/2024 Present
Bankers Life Advisory Services, Inc San Antonio TX 02/2025 Present
  • 11/2020 → 10/2022
    Bankers Life & Casualty
    Augusta, ME
  • 10/2022 → Present
    Bankers Life & Casualty, Inc
    San Antonio, TX
  • 06/2019 → 10/2020
    Cellular Sales
    Waterville, ME
  • 09/2015 → 05/2019
    Full-Time Education
    Waterville, ME
  • 06/2014 → 09/2017
    Shop'n Save
    Fort Kent, ME
  • 07/2018 → 08/2018
    Kmart
    Lihue, HI
  • 08/2018 → 08/2018
    Ross Dress For Less
    Kapa'a, HI
  • 01/2017 → 05/2019
    Thomas College
    Waterville, ME
  • 12/2024 → Present
    Bankers Life Securities, Inc
    San Antonio, TX
  • 02/2025 → Present
    San Antonio, TX
Other Businesses

BANKERS LIFE POSITION: Agency Director NATURE: Prospect for clients.Review needs and wants of current clients.Recruit and train new agents and manage a sales force INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 11/01/2020 ADDRESS: 2639 Waterford Dr, San Antonio TX 78217, 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 2025-02-21
  • S66 Uniform Combined State Law Examination
    2025-02-21

View on SEC IAPD

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