William Burton Chappell

Current Employers

Employment History

• 05/2022 → Present
  Bankers Life & Casualty, Inc
  Greensboro, NC
• 04/2020 → 04/2022
  Amerilife Of Greensboro
  Greensboro, NC
• 11/2019 → 03/2020
  Aflac
  Siler City, NC
• 08/2019 → 10/2019
  Tritech Computer Soultions
  Siler City, NC
• 03/2019 → 08/2019
  Fishbones
  Greensboro, NC
• 02/2019 → 05/2019
  Darryl's Wood-Fired Grill
  Greensboro, NC
• 11/2018 → 01/2019
  National Agents Alliance
  Burlington, NC
• 09/2018 → 10/2018
  Founders Marketing
  Greensboro, NC
• 05/2016 → 08/2018
  Freeman's Grub And Pub
  Greensboro, NC
• 03/2024 → Present
  Bankers Life Securities, Inc
  Greensboro, NC
• 07/2024 → Present
  Bankers Life Advisory Services, Inc
  Greensboro, NC

Other Businesses

BANKERS LIFE & CASUALTY, INC POSITION: Insurance Agent NATURE: BLC allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/02/2022 ADDRESS: 400 Bellemeade St, Suite 501, Greensboro NC 27401, United States DESCRIPTION: Insurance Agent: I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, 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. GUILFORD MERCHANTS ASSOCIATION POSITION: Chair of Risers: Young Professionals Group NATURE: The Guilford Merchants Association is a business membership organization focused on supporting member companies with educational programming, lead generation activities, marketing opportunities, and overall enrichment while serving as a catalyst for community growth and prosperity. GMA is comprised of members throughout the Triad. Although our name suggests that most of our members are in the retail business, we are actually comprised of 77% Business to Business/Consumer Services, with the remaining 23% including Restaurants/Hospitality, Retail, Non-Profits, and Universities/Colleges/Government. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/03/2023 ADDRESS: 225 Commerce Pl, Greensboro NC 27401, United States DESCRIPTION: Lead Risers Committee meetings Work with GMA staff to oversee Risers programming Present Lunch & Learn speaker introductions Promote the Risers group to GMA members & non-members Attend SynerG YP Ecosystem meetings (coordinate with Community Chair and VC) Delegate tasks to other committee members as needed GMA/FIRSTPOINT POSITION: Board Member NATURE: As the Chair for the Young Professionals group, Risers. GMA/FirstPoint would like my input at board meetings and events. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2025 ADDRESS: 225 Commerce Pl, Greensboro NC 27401, United States DESCRIPTION: Attend a New Board Member Orientation (if schedule allows) January 21, 2025 10:30am Attend 4 quarterly board meetings held in the Boardroom at the GMA office generally from 10am-12pm; 2025 dates are: March 6, May 8, August 7, November 6 Attend GMA events as schedule allows, especially the Annual Dinner--Date: February 12 (tentative) Proactively and positively represent GMA to individuals, members, company representatives, other organizations, and the community Understand the key aspects of GMA/FirstPoint's organization and business units Maintain confidentiality pertaining to sensitive and proprietary information ofGMA/FirstPoint PLUMED SERPENT LLC POSITION: Member/Manager NATURE: BLC and BLS/AS business related activities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/03/2025 ADDRESS: 200 Kenwick Cir, Apt V, Greensboro NC 27406, United States DESCRIPTION: This is my LLC which is in an S Corp to funnel my 1099 income through it to reduce tax burdens.

Exams

• S66 Uniform Combined State Law Examination
  2024-07-01

Other Names

• Will Chappell
• William Burton Chappell