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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-11-21 |
| RI | RA | APPROVED | 2021-03-22 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
475 Kilvert Street, Suite 300, Warwick, RI 02886 • 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 Securities, Inc | Warwick | RI | 10/2017 | Present |
| Luckys Bar And Grille | East Providence | RI | 02/2015 | 01/2019 |
| Rhode Island College | Providence | RI | 09/2012 | 05/2017 |
| Bankers Life Advisory Services, Inc | Warwick | RI | 03/2021 | Present |
Agent with Bankers Life 475 Kilvert Street Warwick, RI 02886 Insurance agent 10/7/2017 Work 60 hours a week selling insurance Medicare, long term care, life insurance and fixed annuities. SULCHANCE LISTINGS LLC POSITION: part owner NATURE: buy/sell real estate properties INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 12/02/2022 ADDRESS: 34 Reynolds Avenue, Rehoboth MA 02769, United States DESCRIPTION: seek out investment properties, flip for an investment proceed
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-06 |
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