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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 2026-01-06
  • NC RA
    APPROVED
    Since 2026-01-06

Branch Locations

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

10706 Sikes Place Ste 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
Bls Kelly Temp Clearwater FL 06/2024 08/2025
Bankers Life & Casualty, Inc Charlotte NC 08/2025 Present
Full Time Education Charlottesville NC 08/2015 06/2024
Bankers Life Securities, Inc Charlotte NC 11/2025 Present
Bankers Life Advisory Services, Inc Charlotte NC 01/2026 Present
  • 06/2024 → 08/2025
    Bls Kelly Temp
    Clearwater, FL
  • 08/2025 → Present
    Bankers Life & Casualty, Inc
    Charlotte, NC
  • 08/2015 → 06/2024
    Full Time Education
    Charlottesville, NC
  • 11/2025 → Present
    Bankers Life Securities, Inc
    Charlotte, NC
  • 01/2026 → Present
    Charlotte, NC
Other Businesses

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. GBAY COLLECTIVE, LLC POSITION: Owner NATURE: I formed an LLC to house my car rental business that will be facilitated through the car rental app, Turo. I am expected to clean/maintain my vehicle and communicate with renters for scheduling/issues. Minimal other organizational requirements or expectations. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/28/2026 ADDRESS: 701 Ellsworth Rd, Charlotte NC 28211, United States DESCRIPTION: I formed an LLC to house my car rental business that will be facilitated through Turo. I am expected to clean/maintain my vehicle and communicate with renters for any scheduling/issues. I have minimal other expectations.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-06
  • S66 Uniform Combined State Law Examination
    2026-01-06

View on SEC IAPD

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