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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
PA RA APPROVED 2017-07-10
  • PA RA
    APPROVED
    Since 2017-07-10

Branch Locations

1000 Commerce Park Drive Ste 301, Williamsport, PA 17701 • 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
Bankers Life Williamsport PA 01/2011 Present
Pizza Hut Williamsport PA 04/2006 11/2020
Mcneal Steel Llc Milton PA 09/2015 12/2018
St. John's Lutheran Church Montgomery PA 12/2015 Present
Bankers Life Securities Inc Williamsport PA 02/2017 Present
Mcneal Steel Llc Milton PA 09/2015 Present
St. John'sLutheran Church Montgomery PA 12/2015 Present
Pizza Hut Williamsport PA 08/2008 11/2020
Bankers Life Advisory Services Williamsport PA 07/2017 Present
  • 01/2011 → Present
    Bankers Life
    Williamsport, PA
  • 04/2006 → 11/2020
    Pizza Hut
    Williamsport, PA
  • 09/2015 → 12/2018
    Mcneal Steel Llc
    Milton, PA
  • 12/2015 → Present
    St. John's Lutheran Church
    Montgomery, PA
  • 02/2017 → Present
    Bankers Life Securities Inc
    Williamsport, PA
  • 09/2015 → Present
    Mcneal Steel Llc
    Milton, PA
  • 12/2015 → Present
    St. John'sLutheran Church
    Montgomery, PA
  • 08/2008 → 11/2020
    Pizza Hut
    Williamsport, PA
  • 07/2017 → Present
    Bankers Life Advisory Services
    Williamsport, PA
Other Businesses

BANKERS LIFE POSITION: UFT NATURE: 1099 contracted insurance agent. I hold a life, annuities, ltc and medicare supplicments and advantage plans. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 5 START DATE: 01/06/2011 ADDRESS: 1000 Commerce Park Dr, ste 301, Williamsport PA 17756, United States 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. ST JOHN CEMETERY ASSOCIATION POSITION: Treasurer NATURE: Cemetery. Money comes in for graves, opening and closings. Expense like mowing and snow removal. There are no employees just volunteers. Two signers on all checks. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2023 ADDRESS: 196 Brick Church Rd, Montgomery PA 17752, United States DESCRIPTION: Pay any bills that come in and balance the check book. Volunteer run with no compensation. I will write a check when I am presented a bill. The check requires 2 signatures of the 3 signers on the account. ST. JOHN'SLUTHERAN CHURCH POSITION: Treasurer NATURE: Non profit church INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2015 ADDRESS: 196 Brick Church Rd, Montgomery PA 17754, United States DESCRIPTION: A/R, A/P, Payroll checks, issue W-2s, file 941, file State and local taxes. We have 5 part time employees including myself. I also enter the budget information. There are mandatory two signers for check writing. no cash withdrawals from the account allowed. The church council counts the money and I record it, fill out the deposit slip and hand it to one of the countersigners in the room and that person takes it to the bank.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-08
  • S66 Uniform Combined State Law Examination
    2017-07-08
Other Names
  • Michelle Renee Richart
  • Michelle Smith

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