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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-09-09 |
Branch Locations
300 5Th Avenue, Ste 6010, Waltham, MA 02451 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Waltham | MA | 01/2008 | Present |
| Bankers Life Securities, Inc. | Waltham | MA | 05/2016 | Present |
| Bankers Life Advisory Services, Inc | Waltham | MA | 08/2025 | Present |
BANKERS LIFE & CASUALTY, INC; INVESTMENT RELATED: NO ; 600 BLAIR PARK ROAD, SUTIE 250, WILLISTON, VT 05495; NATURE OF BUSINESS: INSURANCE; INSURANCE AGENT AND UNIT FIELD TRAINER; START DATE 01/2008; 160 HOURS PER MONTH WITH ALL 160 HOURS PER MONTH BEING DURING TRADING HOURS; SALES AND SERVICE OF NON VARIABLE INSURANCE PRODUCTS. TRAIN INSURANCE AGENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-05 |
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