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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
NC RA APPROVED 2025-07-21
SC RA APPROVED 2025-07-21
  • NC RA
    APPROVED
    Since 2025-07-21
  • SC RA
    APPROVED
    Since 2025-07-21

Branch Locations

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

10706 Sikes Place, Suite 300, Charlotte, NC 28277 • 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
University Of Wisconsin Whitewater Whitewater WI 09/2016 05/2020
Straight Forward Whitewater WI 09/2016 06/2017
Lowrich Rentals Whitewater WI 09/2016 06/2020
Whitewater Aquatic And Fitness Center Whitewater WI 11/2017 06/2020
Iris Whitewater WI 04/2019 07/2020
Turtle Lake Tap & Grill Whitewater WI 05/2020 09/2021
Teachers On Call Milwaukee WI 09/2020 06/2021
Oak Creek & Franklin School District Oak Creek WI 09/2021 06/2022
Uber Milwaukee WI 03/2021 03/2023
Bankers Life & Casualty, Inc Charlotte NC 03/2023 Present
Uncle Harry's Waterford WI 05/2014 09/2016
Summer Playground Waterford WI 06/2015 09/2016
Bankers Life Securities, Inc Charlotte NC 06/2024 Present
Bankers Life Advisory Services, Inc Charlotte NC 07/2025 Present
  • 09/2016 → 05/2020
    University Of Wisconsin Whitewater
    Whitewater, WI
  • 09/2016 → 06/2017
    Straight Forward
    Whitewater, WI
  • 09/2016 → 06/2020
    Lowrich Rentals
    Whitewater, WI
  • 11/2017 → 06/2020
    Whitewater Aquatic And Fitness Center
    Whitewater, WI
  • 04/2019 → 07/2020
    Iris
    Whitewater, WI
  • 05/2020 → 09/2021
    Turtle Lake Tap & Grill
    Whitewater, WI
  • 09/2020 → 06/2021
    Teachers On Call
    Milwaukee, WI
  • 09/2021 → 06/2022
    Oak Creek & Franklin School District
    Oak Creek, WI
  • 03/2021 → 03/2023
    Uber
    Milwaukee, WI
  • 03/2023 → Present
    Bankers Life & Casualty, Inc
    Charlotte, NC
  • 05/2014 → 09/2016
    Uncle Harry's
    Waterford, WI
  • 06/2015 → 09/2016
    Summer Playground
    Waterford, WI
  • 06/2024 → Present
    Bankers Life Securities, Inc
    Charlotte, NC
  • 07/2025 → Present
    Charlotte, NC
Other Businesses

BLC POSITION: Insurance Agent NATURE: Call prospects to find needs of retirement services such as advisory, Medicare, life insurance, LTC insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/01/2023 ADDRESS: 10706 Sikes Pl Ste 300, Charlotte NC 28277, United States DESCRIPTION: 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. UBER POSITION: Driver NATURE: I offer ride sharing services to people. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/01/2023 ADDRESS: 1725 Third Street, San Francisco CA 94158, United States DESCRIPTION: There are no major requirements other than a clean driving record.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-18
  • S66 Uniform Combined State Law Examination
    2025-07-18
Other Names
  • Luke Joseph Piccione

View on SEC IAPD

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