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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-09 |
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