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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 2026-03-18
  • NC RA
    APPROVED
    Since 2026-03-18

Branch Locations

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

10706 Sikes Place Suite 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
Brighthouse Financial Charlotte NC 02/2020 07/2021
Mariner Finance Shelby NC 12/2018 02/2020
Full Time Student Charlotte NC 08/2014 12/2018
Autobell Carwash Charlotte NC 10/2017 07/2018
Horizon Investments Llc Charlotte NC 08/2021 07/2022
Quasar Distributors, Llc Charlotte NC 10/2021 08/2022
Adp Broker Dealer Inc Charlotte NC 10/2022 02/2024
Adp Inc Charlotte NC 10/2022 02/2024
Bankers Life Securities Inc Charlotte NC 12/2024 Present
Total Quality Logistics Charlotte NC 04/2024 11/2024
Bankers Life & Casualty Charlotte NC 12/2024 Present
Bankers Life Advisory Charlotte NC 03/2026 Present
  • 02/2020 → 07/2021
    Brighthouse Financial
    Charlotte, NC
  • 12/2018 → 02/2020
    Mariner Finance
    Shelby, NC
  • 08/2014 → 12/2018
    Full Time Student
    Charlotte, NC
  • 10/2017 → 07/2018
    Autobell Carwash
    Charlotte, NC
  • 08/2021 → 07/2022
    Horizon Investments Llc
    Charlotte, NC
  • 10/2021 → 08/2022
    Quasar Distributors, Llc
    Charlotte, NC
  • 10/2022 → 02/2024
    Adp Broker Dealer Inc
    Charlotte, NC
  • 10/2022 → 02/2024
    Adp Inc
    Charlotte, NC
  • 12/2024 → Present
    Bankers Life Securities Inc
    Charlotte, NC
  • 04/2024 → 11/2024
    Total Quality Logistics
    Charlotte, NC
  • 12/2024 → Present
    Bankers Life & Casualty
    Charlotte, NC
  • 03/2026 → Present
    Bankers Life Advisory
    Charlotte, NC
Other Businesses

BANKERS LIFE & CASUALTY, INC POSITION: Financial Representative NATURE: Our insurance agents/producers help consumers to safeguard against unexpected health costs, generate guaranteed income, protect loved ones and promote an enduring legacy, while Bankers Life Securities, Inc., Financial Representatives can assist you with your investment goals and objectives. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 12/16/2024 ADDRESS: 10706 Sikes Pl Ste 300,, Charlotte NC 28277, 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-16
S63 Uniform Securities Agent State Law Examination 2020-11-17
  • S65 Uniform Investment Adviser Law Examination
    2026-03-16
  • S63 Uniform Securities Agent State Law Examination
    2020-11-17
Other Names
  • Shaun Foster
  • Shaun Michael Foster

View on SEC IAPD

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