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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-09-05 |
| FL | RA | APPROVED | 2023-09-27 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
6620 Southpoint Drive South, Suite 400, Jacksonville, FL 32216 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Jacksonville | FL | 02/2010 | Present |
| Bankers Life Securities, Inc | Jacksonville | FL | 07/2017 | Present |
| Joel Spencer Inc | Jacksonville | FL | 11/2011 | Present |
| Bankers Life Advisory Services, Inc | Jacksonville | FL | 09/2023 | Present |
BANKERS LIFE & CASUALTY POSITION: Unit Field Trainer NATURE: Insurance? INVESTMENT RELATED: No NUMBER OF HOURS: 88 SECURITIES TRADING HOURS: 22 START DATE: 02/10/2010 ADDRESS: 6620 Southpoint Dr S Ste 400, Jacksonville FL 32216, 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-05 |
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