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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 2019-05-04
NC RA APPROVED 2018-05-04
  • OH RA
    APPROVED
    Since 2019-05-04
  • NC RA
    APPROVED
    Since 2018-05-04

Branch Locations

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

2001 Crocker Rd Ste 520, Westlake, OH 44145 • 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
Bankers Life & Casualty Beachwod OH 07/2011 05/2018
Bankers Life Securities, Inc. Beachwood OH 05/2016 05/2018
Bankers Life Advisory Services Westlake OH 04/2018 Present
Bankers Life Securities Westlake OH 05/2018 Present
Bankers Life & Casualty Westlake OH 05/2018 Present
  • 07/2011 → 05/2018
    Bankers Life & Casualty
    Beachwod, OH
  • 05/2016 → 05/2018
    Bankers Life Securities, Inc.
    Beachwood, OH
  • 04/2018 → Present
    Bankers Life Advisory Services
    Westlake, OH
  • 05/2018 → Present
    Bankers Life Securities
    Westlake, OH
  • 05/2018 → Present
    Bankers Life & Casualty
    Westlake, OH
Other Businesses

BANKERS LIFE & CASUALTY POSITION: AGENT/UNIT FIELD TRAINER NATURE: INSURANCE AND ANNUITY SALES INVESTMENT RELATED: NO NUMBER OF HOURS: 160 INVESTMENT RELATED HOURS: 96 START DATE: 08/01/2011 ADDRESS: 29525 CHAGRIN BLVD, SUITE 206, PEPPER PIKE OH 44122 DESCRIPTION: Recruit and train insurance 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. AYNSLEY COURT CONDOMINIUM BOARD OF DIRECTORS POSITION: Treasurer NATURE: The Board of Directors oversee the safety, maintenance, and overall condition of the Condo building. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/20/2025 ADDRESS: 1931 King James Pkwy, APT 421, Westlake OH 44145, United States DESCRIPTION: Working with other Board Members (5 Total) to help establish annual budget, replace/repair projects, review monthly income and expenses. Expenses are paid by the management company after board approval. The Board has a scheduled monthly meeting to review items for attention.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-05
S63 Uniform Securities Agent State Law Examination 2007-05-03
  • S66 Uniform Combined State Law Examination
    2018-04-05
  • S63 Uniform Securities Agent State Law Examination
    2007-05-03

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