XZ
Xinge Zhang
BANKERS LIFE ADVISORY SERVICES
Chantilly, VA 20151
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CRD#: 7376539
XZ
Professional summary
Xinge Zhang, who also goes by Gloria Konowe, Gloria Zhang, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Chantilly, Virginia and BANKERS LIFE SECURITIES, INC. located in Chantilly, Virginia.
Xinge is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Xinge has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gloria Konowe | Gloria Zhang
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
BANKER'S LIFE POSITION: Field Manager NATURE: Insurance Agent; Field manager INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 06/17/2024 ADDRESS: 4501 Singer Ct Ste 160, Chantilly VA 20190, United States DESCRIPTION: Recruit and train insurance 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. GLORIA ZHANG IAFR POSITION: I'm the only owner and employee for this S-corp. NATURE: I am the only owner and employee of this S-corp. This S-corp is used to better-organize my business income, expenses and tax that come from my Bankers Life, Bankers Life Securities and Bankers Life Advisory Services. There will be no other business activities than Bankers Life, Bankers Life Securities and Bankers Life Advisory Services. At Bankers Life Securities and Bankers Life Advisory Services, I will conduct security related business activities. This S-Corp is set up so I can separate my business and personal bank account, credit card and tax filing. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 0 START DATE: 10/13/2023 ADDRESS: 9490 Virginia Center Blvd, Apt 124, Vienna VA 22181, United States DESCRIPTION: I am the only owner and employee of this S-corp. This S-corp is used to better-organize my business income, expenses and taxthat come from my Bankers Life, Bankers Life Securities and Bankers Life Advisory Services. There will be no other business activities than Bankers Life, Bankers Life Securities and Bankers Life Advisory Services. This S-Corp is set up so I can separate my business and personal bank account, credit card and tax filing.
CRS (Client Relationship Summary) - RIA
Click below to view Xinge Zhang's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 25, 2022 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 4501 Singer Court Ste 160, Chantilly, VA 20151RIA
CRD#: 281285
Chantilly, VA
Current
July 25, 2022 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 4501 Singer Court Suite 160, Chantilly, VA 20151BD
CRD#: 173962
Chantilly, VA
Past
February 18, 2022 - July 26, 2022
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
GAITHERSBURG, MD
Past
July 8, 2021 - July 26, 2022
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
GAITHERSBURG, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BL
BANKERS LIFE ADVISORY SERVICES, INC.
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
RIA
Registered Investment Advisory firm - (11/18/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(7/25/2022)
RR
Maryland(7/25/2022)
RR
North Carolina(1/27/2025)
RR
Oklahoma(10/28/2025)
RR
Oregon(7/30/2025)
RR
Tennessee(10/28/2025)
RR
Texas(2/29/2024)
RR
Virginia(7/25/2022)
IAR
Virginia(7/25/2022)
RR
Washington(12/6/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/2/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 7/8/2021
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BL
BANKERS LIFE ADVISORY SERVICES, INC.
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
RIA
Registered Investment Advisory firm - (11/18/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
303 E. Wacker Drive 5th Fl, Chicago, IL 60601
Mailing Address
Phone number
(844) 553-9083
Established
Firm type
Fiscal year end
# of Employees
384
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,938 |
| AUM (Assets Under Management) | $ 1,943,847,697 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285Chantilly, VA 20151TRUST BUT VERIFY
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