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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-12-03 |
Branch Locations
1393 Veterans Memorial Hwy, Suite 100S, Hauppauge, NY 11788 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Melville | NY | 10/2015 | 05/2021 |
| Princor Financial Services Corporation | Melville | NY | 10/2015 | 05/2021 |
| Bankers Life Securities, Inc | Hauppague | NY | 05/2021 | Present |
| Bankers Life | Hauppague | NY | 05/2021 | Present |
| Bankers Life Advisory Services, Inc | Hauppague | NY | 06/2021 | Present |
BANKERS LIFE & CASUALTY POSITION: Agent NATURE: insurance INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 12/01/2013 ADDRESS: 1393 Veterans Memorial Hwy, Hauppauge NY 11788, 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. UHC POSITION: broker NATURE: health insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2015 ADDRESS: PO Box 412, Northport NY 11768, United States DESCRIPTION: Selling of Medicare supplement insurance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-09-07 |
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