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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-05-05 |
Branch Locations
360 Us Route 1 Suite 202, Scarboroug, ME 04074 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • 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 | Scarborough | ME | 10/2013 | Present |
| Bankers Life Securities | Scarborough | ME | 01/2018 | Present |
| Bankers Life Advisory | Scarborough | ME | 05/2026 | Present |
BANKERS LIFE POSITION: INSURANCE AGENT NATURE: HEALTH/LIFE INSURANCE AND ANNUITY PRODUCTS INCLUDING VARIABLE PRODUCTS INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 75 START DATE: 10/23/2013 ADDRESS: 360 US ROUTE 1 STE 202, SCARBOROUGH ME 04074, United States DESCRIPTION: INSURANCE AGENT WRITING BUSINESS THAT MAY INVOLVE TRANSFERRING INVESTMENT RELATED PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-26 |
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