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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-18 |
| NY | RA | APPROVED | 2024-10-15 |
Branch Locations
646 Plank Rd, Suite 206, Clifton Park, NY 12065 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Clifton Park | NY | 10/2023 | Present |
| Aim Services | Saratoga Springs | NY | 07/2020 | 11/2023 |
| Cr Fit. Studio | Greenwich | NY | 04/2020 | 10/2023 |
| Saratoga Regional Ymca - Battenkill Branch | Greenwich | NY | 11/2018 | 03/2020 |
| Jcpenny | Saratoga Springs | NY | 07/2017 | 12/2018 |
| The Sound Bar | Saratoga Springs | NY | 07/2019 | 03/2020 |
| Mettawee Community School | West Pawlet | VT | 10/2016 | 06/2017 |
| Bankers Life Advisory Services, Inc | Clifton Park | NY | 10/2024 | Present |
| Bankers Life Securities, Inc | Clifton Park | NY | 08/2024 | Present |
Insurance Agent: I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-12 |
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