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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
IL RA APPROVED 2019-07-23
  • IL RA
    APPROVED
    Since 2019-07-23

Branch Locations

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

Chicago, IL • United States

Disclosures

1 disclosure category 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Milwaukee WI 05/2015 01/2017
Luna Enterprises Inc Dba 9Round Milwaukee Miwaukee WI 08/2013 04/2020
Luna Strong Llc Milwaukee WI 03/2019 Present
Bankers Life Advisory Service Chicago IL 07/2019 Present
Bankers Life Securities Chicago IL 06/2019 Present
  • 05/2015 → 01/2017
    Milwaukee, WI
  • 08/2013 → 04/2020
    Luna Enterprises Inc Dba 9Round Milwaukee
    Miwaukee, WI
  • 03/2019 → Present
    Luna Strong Llc
    Milwaukee, WI
  • 07/2019 → Present
    Bankers Life Advisory Service
    Chicago, IL
  • 06/2019 → Present
    Bankers Life Securities
    Chicago, IL
Previous Registrations
  • 2012-10-01 → 2014-07-24
    Oak Creek, WI
  • 2012-05-16 → 2012-10-01
    Chase Investment Services Corp.
    New Berlin, WI
    Oak Creek, WI
Other Businesses

NAME: LUNA STRONG LLC INVESTMENT RELATED: NO ADDRESS: 4466 N 22ND ST MILWAUKEE, WI 53209 NATURE OF THE OTHER BUSINESS: ONLINE HEALTH COACH POSITION/TITLE/RELATIONSHIP: OWNER START DATE: 01-MAR-2019 APPROXIMATE # OF HOURS A MONTH: 2 APPROXIMATE # OF HOURS DURING SECURITIES TRADING HOURS: 0 BRIEFLY DESCRIBE YOUR DUTIES: ONLINE HEALTH COACH 1802 S STATE ST. UNIT 107, CHICAGO, IL 60616 POSITION: Owner/Landlord NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: 1802 S State St, Unit 107, Chicago IL 60616, United States DESCRIPTION: Managing rental property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-05-10
S63 Uniform Securities Agent State Law Examination 2010-11-08
  • S66 Uniform Combined State Law Examination
    2012-05-10
  • S63 Uniform Securities Agent State Law Examination
    2010-11-08
Other Names
  • Delia Luna

View on SEC IAPD

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