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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
WA RA APPROVED 2023-12-05
FL RA APPROVED 2023-08-08
SC RA APPROVED 2023-07-28
  • WA RA
    APPROVED
    Since 2023-12-05
  • FL RA
    APPROVED
    Since 2023-08-08
  • SC RA
    APPROVED
    Since 2023-07-28

Branch Locations

1100 Sw St Lucie W Blvd Ste 201, Port St Lucie, FL 34986 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
United States Navy Goose Creek SC 04/2020 12/2022
Invictus Security Services Boynton Beach FL 05/2017 08/2019
Bankers Life & Casualty, Inc Port St Lucie FL 05/2022 Present
Bankers Life Tallahassee FL 06/2018 08/2018
Tresta Tallahassee FL 07/2016 12/2016
Dish Tallahassee FL 05/2018 06/2018
Bankers Life Securities, Inc Port St Lucie FL 12/2022 Present
Unemployed Tallahassee FL 08/2019 04/2020
Full Time Student Tallahassee FL 01/2017 05/2018
Unemployed / Foreign Study Tbilisi 08/2018 05/2019
Bankers Life Advisory Services, Inc Port St Lucie FL 07/2023 Present
  • 04/2020 → 12/2022
    United States Navy
    Goose Creek, SC
  • 05/2017 → 08/2019
    Invictus Security Services
    Boynton Beach, FL
  • 05/2022 → Present
    Bankers Life & Casualty, Inc
    Port St Lucie, FL
  • 06/2018 → 08/2018
    Bankers Life
    Tallahassee, FL
  • 07/2016 → 12/2016
    Tresta
    Tallahassee, FL
  • 05/2018 → 06/2018
    Dish
    Tallahassee, FL
  • 12/2022 → Present
    Bankers Life Securities, Inc
    Port St Lucie, FL
  • 08/2019 → 04/2020
    Unemployed
    Tallahassee, FL
  • 01/2017 → 05/2018
    Full Time Student
    Tallahassee, FL
  • 08/2018 → 05/2019
    Unemployed / Foreign Study
    Tbilisi
  • 07/2023 → Present
    Port St Lucie, FL
Other Businesses

BANKERS LIFE POSITION: Insurance Agent NATURE: Help clients with Medicare plans, life insurance, long-term care/short-term care, annuities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/17/2022 ADDRESS: Port St Lucie, FL, 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. Trevor Durham, Landlord POSITION: N/A NATURE: I rent a property in Goose Creek, SC. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2023 ADDRESS: 110 Cherry Laurel Lane, Goose Creek SC 29445, United States DESCRIPTION: I rent a property in Goose Creek, SC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-27
S63 Uniform Securities Agent State Law Examination 2023-01-13
  • S66 Uniform Combined State Law Examination
    2023-07-27
  • S63 Uniform Securities Agent State Law Examination
    2023-01-13

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