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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
MD RA APPROVED 2023-04-26
VA RA APPROVED 2019-09-20
  • MD RA
    APPROVED
    Since 2023-04-26
  • VA RA
    APPROVED
    Since 2019-09-20

Branch Locations

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

1101 Opal Ct. Suite 302, Hagerstown, MD 21740 • 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 And Casualty Hagerstown MD 05/2004 Present
Bankers Life Securities Inc Hagerstown MD 04/2017 Present
Bankers Life Advisory Services, Inc Hagerstown MD 09/2019 Present
  • 05/2004 → Present
    Bankers Life And Casualty
    Hagerstown, MD
  • 04/2017 → Present
    Bankers Life Securities Inc
    Hagerstown, MD
  • 09/2019 → Present
    Hagerstown, MD
Other Businesses

BANKERS LIFE & CASUALTY POSITION: Branch Sales Manager NATURE: Insurance products that are geared toward the senior market. INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 05/11/2004 ADDRESS: 1101 Opal Ct. Suite 302, Hagerstown MD 21740, United States DESCRIPTION: MANAGE A TEAM OF AGENTS, RESPONSIBLE FOR HIRING AND TRAINING OF 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. CONDO RENTAL POSITION: Owner NATURE: Rental Income when we aren't there as a family. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/27/2022 ADDRESS: 3700 Golf Colony Ln. Unit 25I, Little River SC 29566, United States DESCRIPTION: This is a vacation rental that my family plans to use for its personal use at the beach and rent it out when we aren't there.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-18
S63 Uniform Securities Agent State Law Examination 2017-07-11
  • S65 Uniform Investment Adviser Law Examination
    2019-09-18
  • S63 Uniform Securities Agent State Law Examination
    2017-07-11
Other Names
  • Todd C Varney
  • Todd Charles Varney

View on SEC IAPD

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