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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-03 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
231 Salina Meadows Pkwy Ste 100, Syracuse, NY 13212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Insurance | Syracuse | NY | 10/2016 | 01/2020 |
| Safe, Llc | Syracuse | NY | 05/2016 | 10/2016 |
| Farmers Financial Solutions | Syracuse | NY | 01/2017 | 03/2018 |
| Sagepoint Financial, Inc. | Syracuse | NY | 05/2018 | 04/2019 |
| Lpl Financial Llc | Syracuse | NY | 04/2019 | 12/2019 |
| Stratos Wealth Partners, Ltd | Syracuse | NY | 04/2019 | 12/2019 |
| New York Life Insurance Co. | Dewitt | NY | 12/2019 | Present |
| Nylife Securities Llc | Dewitt | NY | 01/2020 | Present |
| Brackens Financial Solutions Network | Syracuse | NY | 04/2019 | 12/2019 |
| Excelsior Wealth Partners | Syracuse | NY | 05/2018 | 04/2019 |
| Wadsworth Insurance Agency | Cicero | NY | 10/2016 | 11/2019 |
| Bankers Life Securities, Inc | Syracuse | NY | 05/2021 | Present |
| Bankers Life & Casualty, Inc | Syracuse | NY | 04/2021 | Present |
| Bankers Life Advisory Services, Inc | Syracuse | NY | 05/2021 | Present |
BANKERS LIFE & CASUALTY POSITION: Unit Sales Manager NATURE: Insurance sales? INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 04/01/2021 ADDRESS: 231 Salina Meadows Prkwy. Suite 100, Syracuse NY 13212, United States DESCRIPTION: MANAGE A TEAM OF AGENTS, RESPONSIBLE FOR HIRING AND TRAINING OF 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-09-08 |
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