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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
NC RA APPROVED 2023-04-04
  • NC RA
    APPROVED
    Since 2023-04-04

Branch Locations

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

10706 Sikes Pl Ste 300, Charlotte, NC 28277 • 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 & Casualty, Inc Greensboro NC 05/2020 05/2023
Ymca Of Greensboro Greensboro NC 08/2015 04/2020
Bankers Life Securities Inc. Greensboro NC 01/2023 05/2023
Bankers Life Advisory Services, Inc Greensboro NC 04/2023 05/2023
Bankers Life Charlotte NC 05/2023 Present
Bankers Life Securities Charlotte NC 05/2023 Present
Bankers Life Advisory Services Charolotte NC 05/2023 Present
  • 05/2020 → 05/2023
    Bankers Life & Casualty, Inc
    Greensboro, NC
  • 08/2015 → 04/2020
    Ymca Of Greensboro
    Greensboro, NC
  • 01/2023 → 05/2023
    Bankers Life Securities Inc.
    Greensboro, NC
  • 04/2023 → 05/2023
    Greensboro, NC
  • 05/2023 → Present
    Bankers Life
    Charlotte, NC
  • 05/2023 → Present
    Bankers Life Securities
    Charlotte, NC
  • 05/2023 → Present
    Bankers Life Advisory Services
    Charolotte, NC
Other Businesses

BANKERS LIFE & CASUALTY POSITION: Agent NATURE: Medicare, Long-Term Care, Ancillary Health Care, Life Insurance, and Annuity sales INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 05/18/2020 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-01
  • S66 Uniform Combined State Law Examination
    2023-04-01

View on SEC IAPD

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