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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
OH RA APPROVED 2025-07-10
  • OH RA
    APPROVED
    Since 2025-07-10

Branch Locations

25101 Chagrin Boulevard Ste 170, Beachwood, OH 44122 • United States

303 E. Wacker Drive Ste 500, Chicago, IL 60601 • 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
Cantella & Co., Inc. Malden MA 11/2021 12/2022
Chardon, Cardinal & Berkshire Local School Districts Chardon OH 12/2021 06/2023
Fairbanks Local School District Fairbanks AR 09/2021 11/2021
Swing Education: Legacy Charter Schools Phoenix AZ 02/2021 05/2021
Shina Training Center Scottsdale AZ 09/2020 01/2021
Zeppe's Tavern Newbury OH 08/2019 08/2020
Gap Outlet Aurora OH 08/2018 08/2019
Crestwood Local School District Middle School: Grade 6 Mantua OH 01/2019 05/2019
Unemployed Fairbanks AK 05/2021 09/2021
Kent State University Burton OH 09/2015 05/2019
Cambridge Investment Research, Inc. Chagrin Falls OH 12/2022 03/2024
Bankers Life & Casualty, Inc Beachwood OH 05/2024 Present
Bankers Life Securities, Inc Beachwood OH 02/2025 Present
Bankers Life Advisory Services, Inc Beachwood OH 07/2025 Present
  • 11/2021 → 12/2022
    Cantella & Co., Inc.
    Malden, MA
  • 12/2021 → 06/2023
    Chardon, Cardinal & Berkshire Local School Districts
    Chardon, OH
  • 09/2021 → 11/2021
    Fairbanks Local School District
    Fairbanks, AR
  • 02/2021 → 05/2021
    Swing Education: Legacy Charter Schools
    Phoenix, AZ
  • 09/2020 → 01/2021
    Shina Training Center
    Scottsdale, AZ
  • 08/2019 → 08/2020
    Zeppe's Tavern
    Newbury, OH
  • 08/2018 → 08/2019
    Gap Outlet
    Aurora, OH
  • 01/2019 → 05/2019
    Crestwood Local School District Middle School: Grade 6
    Mantua, OH
  • 05/2021 → 09/2021
    Unemployed
    Fairbanks, AK
  • 09/2015 → 05/2019
    Kent State University
    Burton, OH
  • 12/2022 → 03/2024
    Cambridge Investment Research, Inc.
    Chagrin Falls, OH
  • 05/2024 → Present
    Bankers Life & Casualty, Inc
    Beachwood, OH
  • 02/2025 → Present
    Bankers Life Securities, Inc
    Beachwood, OH
  • 07/2025 → Present
    Beachwood, OH
Other Businesses

BANKERS LIFE & CASUALTY, INC POSITION: Insurance Agent NATURE: providing insurance products and services to fit clients needs in the northeast Ohio area. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 05/01/2024 ADDRESS: 25101 Chagrin Blvd. Suite 170, Beachwood OH 44122, 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. GARDEN GIRL FLOWER FARM LLC. POSITION: Owner NATURE: Cultivating cut flowers from seed and growing them for harvest on family farm. Cut and arranging flowers for farmers markets to be sold on the weekends in northeast Ohio. INVESTMENT RELATED: No NUMBER OF HOURS: 45 SECURITIES TRADING HOURS: 0 START DATE: 09/23/2023 ADDRESS: 13131 Princeton Rd, Huntsburg OH 44046, United States DESCRIPTION: Planting, cutting, arranging and selling cut flower bouquets on the weekend.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-08
  • S66 Uniform Combined State Law Examination
    2025-07-08

View on SEC IAPD

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