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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-03-05 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
231 Salina Meadows Pkwy Ste 100, Syracuse, NY 13212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uber | Syracuse | NY | 06/2017 | 07/2019 |
| Christian Brothers Academy | Syracuse | NY | 09/2009 | 08/2017 |
| New York Life Insurance Co | Dewitt | NY | 07/2019 | 03/2021 |
| Nylife Securities Llc | Dewitt | NY | 10/2019 | 03/2021 |
| Bankers Life & Casualty, Inc | Syracuse | NY | 03/2021 | Present |
| Bankers Life Securities, Inc | Syracuse | NY | 06/2022 | Present |
| Bankers Life Advisory Services, Inc | Syracuse | NY | 03/2024 | Present |
BANKERS LIFE & CASUALTY, Inc POSITION: USV NATURE: Insurance Sales? INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 70 START DATE: 03/15/2021 ADDRESS: 231 Salina Meadows Pkwy, 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. CNYSME POSITION: Board Member NATURE: To provide Syracuse Sales Executives with networking opportunities. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 1060 E Genesee St, Syracuse NY 13210, United States DESCRIPTION: Meet once a month for one hour to discuss the networking event and the events that are coming up in the future.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-31 |
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