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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
IN RA APPROVED 2026-04-06
KY RA APPROVED 2026-04-03
  • IN RA
    APPROVED
    Since 2026-04-06
  • KY RA
    APPROVED
    Since 2026-04-03

Branch Locations

303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States

9520 Ormsby Station Rd Ste 100, Louisville, KY 40223 • 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 Louisville KY 11/2016 Present
Bankers Life Securities Louisville KY 03/2024 Present
Bankers Life Advisory Louisville KY 04/2026 Present
  • 11/2016 → Present
    Bankers Life & Casualty
    Louisville, KY
  • 03/2024 → Present
    Bankers Life Securities
    Louisville, KY
  • 04/2026 → Present
    Bankers Life Advisory
    Louisville, KY
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-30
S63 Uniform Securities Agent State Law Examination 2024-05-03
  • S65 Uniform Investment Adviser Law Examination
    2026-03-30
  • S63 Uniform Securities Agent State Law Examination
    2024-05-03

View on SEC IAPD

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