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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
NJ RA APPROVED 2018-09-14
  • NJ RA
    APPROVED
    Since 2018-09-14

Branch Locations

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

1000 Atrium Way Suite 100, Mount Laurel, NJ 08054 • 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 Securities, Inc. Mount Laurel NJ 05/2016 Present
Bankers Life And Casualty Mount Laurel NJ 06/2016 Present
Bankers Life Advisory Services Mount Laurel NJ 08/2018 Present
  • 05/2016 → Present
    Bankers Life Securities, Inc.
    Mount Laurel, NJ
  • 06/2016 → Present
    Bankers Life And Casualty
    Mount Laurel, NJ
  • 08/2018 → Present
    Bankers Life Advisory Services
    Mount Laurel, NJ
Other Businesses

BANKERS LIFE AND CASUALTY POSITION: Branch Sales Manager NATURE: INSURANCE INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 120 START DATE: 06/16/2016 ADDRESS: 100 Century parkway, suite 325, mount laurel NJ 08054 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. RIDER UNIVERSITY POSITION: Advisor NATURE: This is an private University in Lawrenceville, NJ INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/20/2014 ADDRESS: Rider University, 2083 lawrenceville Rd, lawrenceville NJ 08648, United States DESCRIPTION: I serve on the advisory board to the marketing department. We meet twice per year to give feedback on academic related issued, like courses, career planning for students, etc CHEROKEE HIGH SCHOOL LACROSSE BOOSTER CLUB POSITION: President NATURE: A volunteer organization set up for the benefit of the High School girls lacrosse team. We organize social events, conduct fund raising, and other activities to support the team. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/05/2023 ADDRESS: 30 Champlain Rd, Marlton NJ 08053, United States DESCRIPTION: A volunteer organization set up for the benefit of the High School girls lacrosse team. We organize social events, conduct fund raising, and other activities to support the team. The president oversees the above activities and holds membership meetings.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-22
S65 Uniform Investment Adviser Law Examination 1998-11-04
S63 Uniform Securities Agent State Law Examination 1997-12-02
  • S66 Uniform Combined State Law Examination
    2018-08-22
  • S65 Uniform Investment Adviser Law Examination
    1998-11-04
  • S63 Uniform Securities Agent State Law Examination
    1997-12-02

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