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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 2025-04-21
  • NY RA
    APPROVED
    Since 2025-04-21

Branch Locations

251 Salina Meadows Pkwy, Ste 130, Syracuse, NY 13212 • 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
New York Life Dewitt NY 09/2020 04/2021
Syracuse Crunch Hockey Club Syracuse NY 08/2003 07/2020
Nylife Securities Llc Dewitt NY 03/2021 04/2021
Massmutual Life Insurance Co. Syracuse NY 04/2021 09/2024
Mml Investors Services Syracuse NY 06/2021 09/2024
Tucker-Haskins And Associates Syracuse NY 09/2024 12/2024
Commonwealth Financial Network Waltham MA 09/2024 12/2024
Bankers Life Securities, Inc Syracuse NY 04/2025 Present
Bankers Life & Casualty, Inc Syracuse NY 02/2025 Present
Bankers Life Advisory Services, Inc Syracuse NY 04/2025 Present
  • 09/2020 → 04/2021
    New York Life
    Dewitt, NY
  • 08/2003 → 07/2020
    Syracuse Crunch Hockey Club
    Syracuse, NY
  • 03/2021 → 04/2021
    Nylife Securities Llc
    Dewitt, NY
  • 04/2021 → 09/2024
    Massmutual Life Insurance Co.
    Syracuse, NY
  • 06/2021 → 09/2024
    Mml Investors Services
    Syracuse, NY
  • 09/2024 → 12/2024
    Tucker-Haskins And Associates
    Syracuse, NY
  • 09/2024 → 12/2024
    Waltham, MA
  • 04/2025 → Present
    Bankers Life Securities, Inc
    Syracuse, NY
  • 02/2025 → Present
    Bankers Life & Casualty, Inc
    Syracuse, NY
  • 04/2025 → Present
    Syracuse, NY
Previous Registrations
Other Businesses

BANKERS LIFE & CASUALTY, INC. POSITION: Field Trainer Financial Advisor NATURE: Insurance products and financial advising INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 26 START DATE: 02/15/2025 ADDRESS: 251 Salina Meadows Pkwy, Suite 130, Syracuse NY 13212, 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. INSTACART POSITION: Shopper NATURE: Grocery Delivery INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/20/2021 ADDRESS: 50 Beale St., #600, San Francisco CA 94105, United States DESCRIPTION: Grocery shopper/delivery

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-27
S63 Uniform Securities Agent State Law Examination 2021-07-09
  • S65 Uniform Investment Adviser Law Examination
    2024-09-27
  • S63 Uniform Securities Agent State Law Examination
    2021-07-09

View on SEC IAPD

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