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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

JAMES H TERRELLS

Advisor at BANKERS LIFE ADVISORY SERVICES, INC.

Spokane, WA | CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:941458d7-9a75-f9f8-78ca-195b030bf331

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 25, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BANKERS LIFE ADVISORY SERVICES, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 22, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Oct 22, 2007
First registration: Feb 25, 2013
Dual registered: yes, broker-dealer
Other names: JAMES H TERRELLS|JAMES H TERRELLS|James Terrells
IAPD individual key: 5121159

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BANKERS LIFE ADVISORY SERVICES, INC.	Bd affiliated wealth	Jun 17, 2026	n/a	yes	CHICAGO, IL\|Spokane, WA	Current employment
LODESTONE WEALTH MANAGEMENT LLC	Independent wealth	Feb 7, 2014	Oct 16, 2025	no	SPOKANE, WA	Previous registration
FIRST COMMAND FINANCIAL PLANNING, INC.	Former SEC adviser	Feb 25, 2013	Jan 28, 2014	no	Great Falls, MT\|SPOKANE, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LODESTONE WEALTH MANAGEMENT LLC	BANKERS LIFE ADVISORY SERVICES, INC.	Oct 16, 2025	Jun 17, 2026	244	Firm change	RIA to ibd
FIRST COMMAND FINANCIAL PLANNING, INC.	LODESTONE WEALTH MANAGEMENT LLC	Jan 28, 2014	Feb 7, 2014	10	Firm change	Other

Relationships

Registered with (3)

→ BANKERS LIFE ADVISORY SERVICES, INC.Registered adviserregistration: current employment
Jun 17, 2026 to presentfactForm ADV
→ LODESTONE WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Feb 7, 2014 to Oct 16, 2025factForm ADV
→ FIRST COMMAND FINANCIAL PLANNING, INC.Registered adviserregistration: previous registration
Feb 25, 2013 to Jan 28, 2014factForm ADV

Dated events

Occurred
Oct 16, 2025
Advisor changed firm
James H Terrells left Lodestone Wealth Management Llc for Bankers Life Advisory Services, Inc. (registered 2026-06-17)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:941458d7-9a75-f9f8-78ca-195b030bf331
First observed: Feb 25, 2013
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JAMES H TERRELLS

Advisor at BANKERS LIFE ADVISORY SERVICES, INC.

Spokane, WA | CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:941458d7-9a75-f9f8-78ca-195b030bf331

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:34 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

BANKERS LIFE ADVISORY SERVICES, INC.

Bd affiliated wealth

Jun 17, 2026

n/a

yes

CHICAGO, IL|Spokane, WA

Current employment

LODESTONE WEALTH MANAGEMENT LLC

Independent wealth

Feb 7, 2014

Oct 16, 2025

SPOKANE, WA

Previous registration

FIRST COMMAND FINANCIAL PLANNING, INC.

Former SEC adviser

Feb 25, 2013

Jan 28, 2014

Great Falls, MT|SPOKANE, WA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

LODESTONE WEALTH MANAGEMENT LLC

BANKERS LIFE ADVISORY SERVICES, INC.

Oct 16, 2025

Jun 17, 2026

244

Firm change

RIA to ibd

FIRST COMMAND FINANCIAL PLANNING, INC.

LODESTONE WEALTH MANAGEMENT LLC

Jan 28, 2014

Feb 7, 2014

Firm change

Other