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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
PA RA APPROVED 2026-04-30
  • PA RA
    APPROVED
    Since 2026-04-30

Branch Locations

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

1150 1St Avenue Ste 1020, King Of Prussia, PA 19406 • 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
Glaxo Smith Kline Collegeville PA 09/2005 03/2024
Capone's Norristown PA 11/2021 Present
Borough Of Phoenixville Phoenixville PA 09/2015 Present
Bankers Life Securities King Of Prussia PA 03/2026 Present
Bankers Life & Casualty King Of Prussia PA 08/2025 Present
Bankers Life Advisory King Of Prussia PA 04/2026 Present
  • 09/2005 → 03/2024
    Glaxo Smith Kline
    Collegeville, PA
  • 11/2021 → Present
    Capone's
    Norristown, PA
  • 09/2015 → Present
    Borough Of Phoenixville
    Phoenixville, PA
  • 03/2026 → Present
    Bankers Life Securities
    King Of Prussia, PA
  • 08/2025 → Present
    Bankers Life & Casualty
    King Of Prussia, PA
  • 04/2026 → Present
    Bankers Life Advisory
    King Of Prussia, PA
Other Businesses

Capone's (not investment related, is a restaurant) 224 W Germantown Pike, Norristown PA 19401 Restaurant, I handle take out orders and help with food running and wherever they need help start date 11/2021 until present work about 16 hours a month (evening job that won't interfere with securities trading hours) Borough of Phoenixville, in 501 Franklin Ave, Phoenixville 19460 not investment related Referee for women volleyball league (I am the referee for all the games and record the records and report the results) I have no involvement with the borough, they just pay contractors who work at the recreational center start date September 2015 3 to 6 hours a week, none during trading hours Amazon 440 Terry Ave N, Seattle, WA (online work) not investment related Online business I am a product reviewer for Amazon Vine, I receive products I request on an internal website, review them and can keep the items for my personal use start date: December 2024, also had this position (1099) a few years prior I work about 4 hours a week and none during securities trading hours 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
S66 Uniform Combined State Law Examination 2026-04-29
  • S66 Uniform Combined State Law Examination
    2026-04-29

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