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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
NJ RA APPROVED 2018-05-09
  • NJ RA
    APPROVED
    Since 2018-05-09

Branch Locations

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

1000 Atrium Way Suite 100, Mount Laurel, NJ 08054 • 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 Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bankers Life And Casualty Mount Laurel NJ 07/2013 Present
Bankers Life Securities Inc Mount Laurel NJ 08/2016 Present
Bankers Life Advisory Services Mount Laurel NJ 05/2018 Present
  • 07/2013 → Present
    Bankers Life And Casualty
    Mount Laurel, NJ
  • 08/2016 → Present
    Bankers Life Securities Inc
    Mount Laurel, NJ
  • 05/2018 → Present
    Bankers Life Advisory Services
    Mount Laurel, NJ
Other Businesses

BANKERS LIFE & CASUALTY POSITION: Agent NATURE: Health and Life Insurance? INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2013 ADDRESS: 1000 Atrium Way, Suite 100, Mt. Laurel NJ 08054, 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-04
  • S66 Uniform Combined State Law Examination
    2018-05-04

View on SEC IAPD

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