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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
VT RA APPROVED 2016-08-22
  • VT RA
    APPROVED
    Since 2016-08-22

Branch Locations

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

30 Kimball Ave Ste 250, South Burlington, VT 05403 • 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. Williston VT 05/2016 Present
Bankers Life And Casualty Williston VT 12/2001 Present
Bankers Life Advisory Services Williston VT 07/2016 Present
  • 05/2016 → Present
    Bankers Life Securities, Inc.
    Williston, VT
  • 12/2001 → Present
    Bankers Life And Casualty
    Williston, VT
  • 07/2016 → Present
    Bankers Life Advisory Services
    Williston, VT
Previous Registrations
  • 2011-05-23 → 2016-05-27
    Concourse Financial Group Securities, Inc.
    Rutland, VT
    Birmingham, AL
    Rutland, VT
    Williston, VT
    Birmingham, AL
Other Businesses

BANKERS LIFE AND CASUALTY POSITION: Unit Sales Manager and Insurance Agent NATURE: Insurance INVESTMENT RELATED: No; NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 160 START DATE: 12/27/2001 ADDRESS: 600 Blair Park Rd, Williston VT 05495 DESCRIPTION: Recruit and train insurance 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. CVSD POSITION: football coach/offensive coordinator NATURE: Offensive Coordinator/Football Coach INVESTMENT RELATED: No NUMBER OF HOURS: 44 SECURITIES TRADING HOURS: 6 START DATE: 08/15/2022 ADDRESS: 369 CVU Rd, Hinesburg VT 05461, United States DESCRIPTION: Be available for coaching from 8/15-11/5.Mon-Fri 3:45-5:30 pm Sat 11 am- 3 pm

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-04-23
S63 Uniform Securities Agent State Law Examination 2010-07-23
  • S66 Uniform Combined State Law Examination
    2011-04-23
  • S63 Uniform Securities Agent State Law Examination
    2010-07-23
Other Names
  • Sandi Sumner

View on SEC IAPD

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