Thomas Kenneth Bailey

Employer firm

Packerland Brokerage Services, Inc. CRD 37031

$1.36B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1998 → 11/2021
  Avantax Investment Services, Inc.
  La Fayette, NY
• 01/2015 → 08/2020
  Jma Wireless
  Liverpool, NY
• 03/2000 → 11/2021
  Avantax Advisory Services
  Lafayette, NY
• 01/2007 → 06/2018
  Us Dept Health & Human Services
  Lafayette, NY
• 11/2021 → Present
  Packerland Brokerage Services
  Green Bay, WI

Previous Registrations

• 2021-09-07 → 2021-12-03
  Avantax Advisory Services
  Lafayette, NY

Other Businesses

1) Doubletree Hotel 6301 Carrier Parkway East Syracuse NY 13084 Other 1/1/2010 8hrs~0hrs Guest services associate. On call employee for full service hotel approx 8 hours per month guest services department. 2) Tax Savers CNY, LLC 3505 James St Syracuse NY 13084 Tax Preparation/Accounting Tax Preparation/Accounting~1/15/2003~20hrs preparer 3) Notary Public Onondaga County, NY 11/2000 - 11/2024 4) Thomas K. Bailey, LLC 2955 LaFayette Rd LaFayette NY, 13084-9501 United States Phone Number: 315-569-0795 Newly formed LLC in 2023 within the State of New York Sole proprietor engaged in income tax preparation/financial services Invariably 30 - 40 hours per week Investment related: Yes Thomas K Bailey 2955 LaFayette Rd LaFayette NY, 13084-9501 Duly licensed New York State armed guard; retired police officer Self employed Start 10/15/2022 until further notice Less than 20 hrs per month; duty assignments vary 100% as an independent contractor

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-27
• S63 Uniform Securities Agent State Law Examination
  1999-02-27

Other Names

• Thomas Kenneth Bailey