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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-11-17 |
Branch Locations
300 5Th Avenue Ste 6010, Waltham, MA 02451 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life And Casualty | Waltham | MA | 11/2018 | Present |
| N/A | Port Jervis | NY | 08/2017 | 11/2018 |
| Green Mountain Energy | White Plains | NY | 05/2015 | 08/2017 |
| Xaviers Restaurant Group | Congers | NY | 10/2014 | 11/2018 |
| Bankers Life Securities | Waltham | MA | 08/2020 | Present |
BANKERS LIFE & CASUALTY POSITION: Unit Field Trainer NATURE: insurance agent? INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 11/05/2018 ADDRESS: 300 5th Ave, Ste 6010, Waltham MA 02451, 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-08 |
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