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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
MA RA APPROVED 2026-08-21
CT RA APPROVED 2026-04-13
  • MA RA
    APPROVED
    Since 2026-08-21
  • CT RA
    APPROVED
    Since 2026-04-13

Branch Locations

6 Vista Drive Suite 101, Old Lyme, CT 06371 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Norwich Golf Course Norwich CT 04/2016 08/2017
Lake Of Isles Ledyard CT 04/2018 07/2021
Conglomerate Marketing Agency Mt Laurel Township NJ 06/2019 09/2019
Apollo Solution Inc Framingham MA 07/2021 09/2021
Iheartmedia Hartford CT 11/2021 06/2024
Bankers Life & Casualty Old Lyme CT 06/2024 Present
Johnson & Wales Providence CT 08/2017 06/2021
Norwich Free Academy Norwich CT 08/2013 07/2017
Bankers Life Securities Old Lyme CT 02/2026 Present
Bankers Life Advisory Old Lyme CT 04/2026 Present
  • 04/2016 → 08/2017
    Norwich Golf Course
    Norwich, CT
  • 04/2018 → 07/2021
    Lake Of Isles
    Ledyard, CT
  • 06/2019 → 09/2019
    Conglomerate Marketing Agency
    Mt Laurel Township, NJ
  • 07/2021 → 09/2021
    Apollo Solution Inc
    Framingham, MA
  • 11/2021 → 06/2024
    Iheartmedia
    Hartford, CT
  • 06/2024 → Present
    Bankers Life & Casualty
    Old Lyme, CT
  • 08/2017 → 06/2021
    Johnson & Wales
    Providence, CT
  • 08/2013 → 07/2017
    Norwich Free Academy
    Norwich, CT
  • 02/2026 → Present
    Bankers Life Securities
    Old Lyme, CT
  • 04/2026 → Present
    Bankers Life Advisory
    Old Lyme, CT
Other Businesses

Name of Other Business: Bankers Life & Casualty Company Is the Business Investment-Related? No (Insurance-only activities; no securities transactions conducted) Address of the Other Business: Bankers Life & Casualty Company 6 Vista Drive, Old Lyme, CT 06371 Nature of the Other Business: Life and health insurance sales and client servicing, including Medicare-related insurance products. Position / Title / Relationship: Independent Life and Health Insurance Agent Start Date of Relationship: June 17,2024 Approximate Hours per Month Devoted to This Business: 180-260 hours/week. Brief Description of Duties: Solicit, sell, and service life and health insurance products, including Medicare-related plans. Responsibilities include client meetings, policy reviews, enrollment assistance, compliance documentation, and ongoing customer service. No securities recommendations or transactions are conducted as part of this role.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-09
  • S66 Uniform Combined State Law Examination
    2026-04-09
Other Names
  • Miles Joyner

View on SEC IAPD

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