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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-07 |
| NY | RA | APPROVED | 2021-06-07 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
1393 Vets Mem Hwy, Ste 100S, Hauppauge, NY 11788 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life | Hauppauge | NY | 03/2015 | Present |
| Bankers Life Advisory Services | Hauppauge | NY | 01/2021 | Present |
BANKERS LIFE & CASUALTY POSITION: Unit Field Trainer, Insurance Sales Agent NATURE: Insurance Sales train and develop new agents- insurance sales Life Insurance, Medicare Supplements, MAPD, PDP, Long term care, Critical Illness, Hospital Indemnity? INVESTMENT RELATED: Yes NUMBER OF HOURS: 185 SECURITIES TRADING HOURS: 160 START DATE: 03/29/2015 ADDRESS: 1393 Veterans Memorial Highway, 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-06-04 |
| S65 | Uniform Investment Adviser Law Examination | 2021-03-17 |
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