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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2018-04-03 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
12020 Shamrock Plaza, Suite 115, Omaha, NE 68154 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life | Omaha | NE | 06/2005 | Present |
| Bankers Life Securities, Inc. | Omaha | NE | 05/2016 | Present |
| Bankers Life Advisory Services | Omaha | NE | 04/2018 | Present |
BANKERS LIFE POSITION: AGENT NATURE: INSURANCE SALES INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 152 START DATE: 06/13/2005 ADDRESS: 12020 SHAMROCK PLZ STE 115, OMAHA NE 68154, United States DESCRIPTION: 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. FULTS FINANCIAL SERVICES, LLC POSITION: OWNER NATURE: LLC BUSINESS CHECKING ACCOUNT INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/28/2015 ADDRESS: 18919 SAHLER ST, ELKHORN NE 68022, United States DESCRIPTION: I HAVE A BUSINESS CHECKING ACCOUNT REGISTERED AS "FULTS FINANCIAL SERVICES, LLC" FOR MY DEPOSITS FROM BLC, BLS, & BLAS. MY CPA HAD ADVISED ME TO FORM AN LLC FOR TAX PURPOSES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-24 |
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