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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
OR RA APPROVED 2017-09-28
  • OR RA
    APPROVED
    Since 2017-09-28

Branch Locations

1220 State Street Ste 120, Salem, OR 97302 • 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
Scottrade, Inc. Salem OR 08/2016 11/2016
Bankers Life & Casualty Salem OR 08/2017 Present
Bankers Life Securities Salem OR 09/2017 Present
Unemployed Salem OR 11/2016 07/2017
Bankers Life Advisory Salem OR 06/2021 Present
  • 08/2016 → 11/2016
    Scottrade, Inc.
    Salem, OR
  • 08/2017 → Present
    Bankers Life & Casualty
    Salem, OR
  • 09/2017 → Present
    Bankers Life Securities
    Salem, OR
  • 11/2016 → 07/2017
    Unemployed
    Salem, OR
  • 06/2021 → Present
    Bankers Life Advisory
    Salem, OR
Previous Registrations
  • 2013-07-18 → 2016-08-22
    Td Ameritrade, Inc.
    Portland, OR
  • 2013-07-19 → 2016-08-22
    Td Ameritrade Investment Management, Llc
    Portland, OR
  • 2012-12-21 → 2013-05-22
    Portland, OR
  • 2007-01-05 → 2008-12-04
    Phillips & Company
    Portland, OR
    Portland, OR
Other Businesses

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 2012-12-20
S65 Uniform Investment Adviser Law Examination 2006-04-03
S63 Uniform Securities Agent State Law Examination 2005-10-26
  • S66 Uniform Combined State Law Examination
    2012-12-20
  • S65 Uniform Investment Adviser Law Examination
    2006-04-03
  • S63 Uniform Securities Agent State Law Examination
    2005-10-26

View on SEC IAPD

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