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Current Employers
Bankers Life Advisory Services, Inc.

303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-02-02
  • NY RA
    APPROVED
    Since 2021-02-02

Branch Locations

1393 Veterans Memorial Hwy Ste 100S, Hauppauge, NY 11788 • United States

303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bankers Life Advisory Services Hauppauge NY 08/2020 Present
Bankers Life And Casualty Hauppauge NY 02/2013 Present
  • 08/2020 → Present
    Bankers Life Advisory Services
    Hauppauge, NY
  • 02/2013 → Present
    Bankers Life And Casualty
    Hauppauge, NY
Other Businesses

BANKERS CONSECO LIFE INSURANCE COMPANY POSITION: Unit Supervisor NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 35 START DATE: 02/15/2013 ADDRESS: 1393 Veterans Memorial Hwy Ste 403s, Hauppauge NY 11788, 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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-06-04
S65 Uniform Investment Adviser Law Examination 2020-12-31
  • S63 Uniform Securities Agent State Law Examination
    2021-06-04
  • S65 Uniform Investment Adviser Law Examination
    2020-12-31

View on SEC IAPD

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