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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-05-20 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
2913 Ave W, Brooklyn, NY 11229 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life And Casualty | Brooklyn | NY | 07/2019 | Present |
| Northwell Health | Manhasset | NY | 01/2013 | 06/2017 |
| Self Employed | Howard Beach | NY | 07/2017 | 07/2019 |
| Bankers Life Securities | Brooklyn | NY | 09/2020 | Present |
| Bankers Life Advisory Services | Brooklyn | NY | 05/2022 | Present |
BANKERS LIFE & CASUALTY POSITION: Unit Sales Manager NATURE: Licensed insurance agent and Unit Sales Manager with BCLIC INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/18/2018 ADDRESS: 2913 Avenue W, Brooklyn NY 11229, United States DESCRIPTION: MANAGE A TEAM OF AGENTS, RESPONSIBLE FOR HIRING AND TRAINING OF 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. I am a 50% owner in an LLC started 3 years ago called Sun Dey Investments, despite that name it is not an investment company at all. I have not performed any business in this LLC yet. Currently, I do not devote any time to this LLC. The idea of it was to acquire properties to fix them up to eventually have passive income. Currently the LLC is stagnant so there is no day to day duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-14 |
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