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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
MA RA APPROVED 2022-03-24
  • MA RA
    APPROVED
    Since 2022-03-24

Branch Locations

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

255 Park Ave, Ste 1100, Worcester, MA 01609 • 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 And Casualty Worcester MA 04/2019 Present
Goddard Consulting Llc Northborough MA 12/2011 04/2019
Friske's Farm Market Charlevoix MI 04/2018 10/2018
Bankers Life Securities, Inc Worcester MA 12/2021 Present
Bankers Life Advisory Services, Inc Worcester MA 02/2022 Present
  • 04/2019 → Present
    Bankers Life And Casualty
    Worcester, MA
  • 12/2011 → 04/2019
    Goddard Consulting Llc
    Northborough, MA
  • 04/2018 → 10/2018
    Friske's Farm Market
    Charlevoix, MI
  • 12/2021 → Present
    Bankers Life Securities, Inc
    Worcester, MA
  • 02/2022 → Present
    Worcester, MA
Other Businesses

BANKERS LIFE & CASUALTY POSITION: Agent NATURE: Selling insurance ? INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 130 START DATE: 04/16/2019 ADDRESS: 255 Park Ave Ste 1100, Worcester MA 01609, 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. 9NA LLC POSITION: Property Management NATURE: 9NA LLC owns the property located at 9 N Ashland St, Worcester, MA 01609 and collects monthly rent from two tenants of the property. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2018 ADDRESS: 9 N Ashland St, Unit 2, Worcester MA 01609, United States DESCRIPTION: 9NA LLC is an LLC which owns and manages rental property. My responsibility is to oversee such operations.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-16
  • S66 Uniform Combined State Law Examination
    2022-02-16

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