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Matthew Tyler Dellinger

Bankers Life Advisory Services, Inc.

Charlotte, NC

Chicago, IL

CRD 8206074

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Employer firm

Bankers Life Advisory Services, Inc. CRD 281285

$2.49B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Bankers Life Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-05-22
NC RA APPROVED 2026-02-23
  • GA RA
    APPROVED
    Since 2026-05-22
  • NC RA
    APPROVED
    Since 2026-02-23

Branch Locations

10706 Sikes Place Suite 300, Charlotte, NC 28277 • 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
Virginia Military Institute Lexington VA 08/2018 05/2022
Paulding Highschool Dallas GA 01/2015 05/2018
Navy Region Mid-Atlantic Fire Department Norfolk VA 11/2022 01/2024
Bankers Life & Casualty, Inc Charlotte NC 01/2025 Present
Unemployed Dallas GA 06/2022 10/2022
Prime Coatings Sterling VA 01/2024 12/2024
Bankers Life Securities, Inc Charlotte NC 01/2026 Present
Bankers Life Advisory Charlotte NC 02/2026 Present
  • 08/2018 → 05/2022
    Virginia Military Institute
    Lexington, VA
  • 01/2015 → 05/2018
    Paulding Highschool
    Dallas, GA
  • 11/2022 → 01/2024
    Navy Region Mid-Atlantic Fire Department
    Norfolk, VA
  • 01/2025 → Present
    Bankers Life & Casualty, Inc
    Charlotte, NC
  • 06/2022 → 10/2022
    Unemployed
    Dallas, GA
  • 01/2024 → 12/2024
    Prime Coatings
    Sterling, VA
  • 01/2026 → Present
    Bankers Life Securities, Inc
    Charlotte, NC
  • 02/2026 → Present
    Bankers Life Advisory
    Charlotte, NC
Other Businesses

Insurance Agent: 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. I own a real estate business. It's called Elite Estates Investments and I am a 50% owner. We have one property that is renting currently. I plan on selling it 2026 and dissolving the business. It is not securities related. The address 1301 Barnes Rd, Suffolk, VA 23437. Started it in Jan 2024. I devote 2 hours a week to it. The business is focused on buying and renting real-estate.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-21
  • S66 Uniform Combined State Law Examination
    2026-02-21
Other Names
  • Matthew Dellinger

View on SEC IAPD

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