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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
NY RA APPROVED 2024-10-21
DE RA APPROVED 2016-11-21
  • NY RA
    APPROVED
    Since 2024-10-21
  • DE RA
    APPROVED
    Since 2016-11-21

Branch Locations

99 Wolf Creek Blvd Ste 1-B, Dover, DE 19901 • 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
Bankers Life And Casualty Co Dover DE 05/1990 Present
Proequities, Inc Dover DE 05/2010 Present
Bankers Life Securities, Inc. Dover DE 05/2016 Present
  • 05/1990 → Present
    Bankers Life And Casualty Co
    Dover, DE
  • 05/2010 → Present
    Proequities, Inc
    Dover, DE
  • 05/2016 → Present
    Bankers Life Securities, Inc.
    Dover, DE
Previous Registrations
  • 2015-06-23 → 2016-05-27
    Concourse Financial Group Securities, Inc.
    Dover, DE
    Birmingham, AL
    Dover, DE
    Birmingham, AL
Other Businesses

BANKERS LIFE POSITION: AGENT NATURE: SALES INVESTMENT RELATED: YES HOURS: 160 INVESTMENT RELATED HOURS: 140 START DATE: 05/08/1990 ADDRESS: 99 WOLF CREEK BLVD, DOVER DE 19901 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. ROBERTS E MCKELDIN POSITION: owner NATURE: Rental property ownership INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2005 ADDRESS: 810 FOX CHASE RD, FELTON DE 19943-5401, United States DESCRIPTION: I own 5 rental properties

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-23
S63 Uniform Securities Agent State Law Examination 2006-09-08
  • S66 Uniform Combined State Law Examination
    2015-06-23
  • S63 Uniform Securities Agent State Law Examination
    2006-09-08
Other Names
  • Roberts E. Mckeldin
  • Roberts Mckeldin
  • Roberts E. Mckeldin

View on SEC IAPD

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