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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
CT RA APPROVED 2022-11-03
  • CT RA
    APPROVED
    Since 2022-11-03

Branch Locations

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

185 Plains Rd, Suite 205W, Milford, CT 06461 • 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
Walgreens Darien CT 11/2004 03/2018
Bankers Life & Casualty, Inc Milford CT 06/2018 Present
Unemployed Milford CT 04/2018 05/2018
Bankers Life Securities, Inc Milford CT 08/2022 Present
Bankers Life Advisory Services, Inc Milford CT 11/2022 Present
  • 11/2004 → 03/2018
    Walgreens
    Darien, CT
  • 06/2018 → Present
    Bankers Life & Casualty, Inc
    Milford, CT
  • 04/2018 → 05/2018
    Unemployed
    Milford, CT
  • 08/2022 → Present
    Bankers Life Securities, Inc
    Milford, CT
  • 11/2022 → Present
    Milford, CT
Other Businesses

BANKERS LIFE & CASUALTY POSITION: USV NATURE: Life and Health insurance INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 06/04/2018 ADDRESS: 185 Plains Rd Suite 205w, Milford CA 06461, United States DESCRIPTION: MANAGE A TEAM OF AGENTS, RESPONSIBLE FOR HIRING AND TRAINING OF AGENTS, 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-02
  • S66 Uniform Combined State Law Examination
    2022-11-02
Other Names
  • Juan Antonio Muniz

View on SEC IAPD

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