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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-20 |
| NJ | RA | APPROVED | 2017-06-14 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
646 Plank Rd., Suite 206, Clifton Park, NY 12065 • 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. | Clifton Park | NY | 05/2016 | Present |
| Bankers Life And Casualty | Clifton Park | NY | 10/2009 | Present |
| Bankers Life Advisory Services | Clifton | NY | 04/2017 | Present |
THE PREVENTION COUNCIL OF HAMILTON FULTON AND MONTGOMERY COUNTIES POSITION: BOARD MEMBER NATURE: PREVENTION EDUCATION INVESTMENT RELATED: NO HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 09/01/2009 ADDRESS: 86 BRIGGS STREET, SUITE 5, JOHNSTOWN NY 12095 DESCRIPTION: THE EXECUTIVE DIRECTOR REPORTS TO THE BOD MONTHLY ON THE ACTIVITIES OF THE COUNCIL. THE BOD APPROVES THE ANNUAL BUDGET AND OVERSEES THE OPERATION OF COUNCIL. THE COUNCIL IS 501(C)(3) NOT FOR PROFIT. BANKERS LIFE & CASUALTY POSITION: INSURANCE AGENT INVESTMENT RELATED: NO NUMBER OF HOURS: 160 INVESTMENT RELATED HOURS: 60 START DATE: 10/13/2010 ADDRESS: 7 SOUTHSIDE DR., SUITE 208, CLIFTON PARK NY 12065 DESCRIPTION: Non Variable Insurance Sales and Service.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-05-05 |
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