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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
GA RA APPROVED 2024-06-17
MI RA APPROVED 2021-01-05
  • GA RA
    APPROVED
    Since 2024-06-17
  • MI RA
    APPROVED
    Since 2021-01-05

Branch Locations

3350 Eagle Park Drive Ste 104, Grand Rapids, MI 49525 • 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 & Casualty, Inc Grand Rapids MI 04/2016 Present
Bankers Life Securities, Inc Grand Rapids MI 03/2018 Present
  • 04/2016 → Present
    Bankers Life & Casualty, Inc
    Grand Rapids, MI
  • 03/2018 → Present
    Bankers Life Securities, Inc
    Grand Rapids, MI
Other Businesses

BANKERS LIFE & CASUALTY, INC POSITION: Unit Field Trainer NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 04/20/2016 ADDRESS: 3350 Eagle Park Dr NE Suite 104, Grand Rapids MI 49525, 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. VANTAGE POINT ASSOCIATION POSITION: Treasurer NATURE: Condo Association ; Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/09/2025 ADDRESS: 16069 Outback Dr, Cedar Springs MI 49319, United States DESCRIPTION: Manage condo association funds, collect association dues, file association taxes, and manage association bills (insurance, road maintenance costs, snow plowing). This person also has the responsibility of drafting documents for late payments or putting liens on owner's homes that do not pay dues in a timely manner.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-23
S63 Uniform Securities Agent State Law Examination 2018-05-04
  • S65 Uniform Investment Adviser Law Examination
    2020-12-23
  • S63 Uniform Securities Agent State Law Examination
    2018-05-04
Other Names
  • Alonte White-Davis

View on SEC IAPD

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