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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
VA RA APPROVED 2018-12-14
  • VA RA
    APPROVED
    Since 2018-12-14

Branch Locations

10800 Midlothian Turnpike Suite 134, Richmond, VA 23235 • United States

303 E. Wacker Drive Ste 500, Chicago, IL 60601 • 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 & Casualty Richmond VA 12/2017 Present
Bankers Life & Casualty Greensboro NC 02/2011 12/2017
Bankers Life Securities Greensboro NC 03/2018 Present
  • 12/2017 → Present
    Bankers Life & Casualty
    Richmond, VA
  • 02/2011 → 12/2017
    Bankers Life & Casualty
    Greensboro, NC
  • 03/2018 → Present
    Bankers Life Securities
    Greensboro, NC
Other Businesses

BANKERS LIFE POSITION: Branch Sales Manager NATURE: Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/01/2011 ADDRESS: 10800 Midlothian turnpike, Ste 134, Richmond VA 23235, 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
S66 Uniform Combined State Law Examination 2018-12-12
  • S66 Uniform Combined State Law Examination
    2018-12-12

View on SEC IAPD

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