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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 2024-03-05
  • NY RA
    APPROVED
    Since 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

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
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
  • 06/2017 → 07/2019
    Uber
    Syracuse, NY
  • 09/2009 → 08/2017
    Christian Brothers Academy
    Syracuse, NY
  • 07/2019 → 03/2021
    New York Life Insurance Co
    Dewitt, NY
  • 10/2019 → 03/2021
    Nylife Securities Llc
    Dewitt, NY
  • 03/2021 → Present
    Bankers Life & Casualty, Inc
    Syracuse, NY
  • 06/2022 → Present
    Bankers Life Securities, Inc
    Syracuse, NY
  • 03/2024 → Present
    Syracuse, NY
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-04
S63 Uniform Securities Agent State Law Examination 2020-01-31
  • S66 Uniform Combined State Law Examination
    2024-03-04
  • S63 Uniform Securities Agent State Law Examination
    2020-01-31
Other Names
  • Russell John White
  • Russell White

View on SEC IAPD

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