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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
GA RA APPROVED 2023-02-01
OH RA APPROVED 2016-10-13
  • GA RA
    APPROVED
    Since 2023-02-01
  • OH RA
    APPROVED
    Since 2016-10-13

Branch Locations

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

22 Buford Village Way Ste 200, Budford, GA 30518 • 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. Buford GA 05/2016 Present
Bankers Life & Casualty, Inc Buford GA 09/2013 Present
Bankers Life Advisory Services, Inc Buford GA 10/2016 Present
  • 05/2016 → Present
    Bankers Life Securities, Inc.
    Buford, GA
  • 09/2013 → Present
    Bankers Life & Casualty, Inc
    Buford, GA
  • 10/2016 → Present
    Buford, GA
Other Businesses

BANKERS LIFE & CASUALTY, INC POSITION: BRANCH SALES MANAGER AND INSURANCE AGENT NATURE: INSURANCE INVESTMENT RELATED: NO NUMBER OF HOURS: 175 INVESTMENT RELATED HOURS: 160 START DATE: 09/01/2013 ADDRESS: 2736 MEDINA RD, STE 211D, MEDINA OH 44256 DESCRIPTION: SALES AND SERVICE OF NON VARIABLE INSURANCE. RECRUIT AND TRAIN NEW AGENTS TO SELL INSURANCE

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-06
S63 Uniform Securities Agent State Law Examination 2013-05-13
  • S65 Uniform Investment Adviser Law Examination
    2016-10-06
  • S63 Uniform Securities Agent State Law Examination
    2013-05-13

View on SEC IAPD

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