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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 2026-08-07
  • NY RA
    APPROVED
    Since 2026-08-07

Branch Locations

303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States

251 Salina Meadows Pkwy Ste 130, 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
Bankers Life & Casualty, Inc Syracuse NY 04/2024 03/2025
Petland Inc Cicero NY 11/2020 04/2024
Mcdonalds Syracuse NY 01/2018 11/2020
Le Moyne College Syracuse NY 01/2021 12/2025
Unemployed Syracuse NY 01/2014 01/2018
Bankers Life Advisory Services, Inc Syracuse NY 11/2024 03/2025
Bankers Life Securities, Inc Syracuse NY 08/2024 03/2025
Rockbridge Investment Management, Llc Syracuse NY 03/2025 06/2026
Bankers Life & Casualty, Inc Syracuse NY 07/2026 Present
Bankers Life Securities, Inc Syracuse NY 08/2026 Present
Bankers Life Advisory Services, Inc Syracuse NY 08/2026 Present
  • 04/2024 → 03/2025
    Bankers Life & Casualty, Inc
    Syracuse, NY
  • 11/2020 → 04/2024
    Petland Inc
    Cicero, NY
  • 01/2018 → 11/2020
    Mcdonalds
    Syracuse, NY
  • 01/2021 → 12/2025
    Le Moyne College
    Syracuse, NY
  • 01/2014 → 01/2018
    Unemployed
    Syracuse, NY
  • 11/2024 → 03/2025
    Syracuse, NY
  • 08/2024 → 03/2025
    Bankers Life Securities, Inc
    Syracuse, NY
  • 03/2025 → 06/2026
    Syracuse, NY
  • 07/2026 → Present
    Bankers Life & Casualty, Inc
    Syracuse, NY
  • 08/2026 → Present
    Bankers Life Securities, Inc
    Syracuse, NY
  • 08/2026 → Present
    Syracuse, NY
Previous Registrations
Other Businesses

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. DEVINS REC ROOM POSITION: BOARD MEMBER NATURE: I am on the board of directors for a non-profit called Devins Rec Room in Syracuse NY. The business is unrelated to investments. The business is aimed at helping persons in alcohol or drug recovery. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 09/19/2024 ADDRESS: 511 Butternut St, Syracuse NY 13208, United States DESCRIPTION: https://www.devinsrecroom.org/My role on the board is to help guide the company in achieving its goal of helping those in recovery by voting on and providing advise on what should be done, i.e fund raising events, runs, walks, promotions, painting. This position is not compensated. CLAIRAIS LLC POSITION: Former Organizer NATURE: I don't participate, nor will I, in any business activities with this company. I acted only as the organizer as a favor to my brother. My involvement ended with the organization. It also is currently inactive as my brother is not actively using it for any business- the goal was for him to use it in the future for possible rental properties. Disclosing out of an abundance of caution. INVESTMENT RELATED?: No. NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/23/2026 ADDRESS: 118 Elm Street, North Syracuse, NY, 13212 DESCRIPTION: I assisted my brother with forming an LLC as he wasn't sure how to do it. I own 0% of the LLC, and have no authority with it. I was not compensated, nor will I be. I do not participate with the LLC. Disclosing out of an abundance of caution.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-30
  • S66 Uniform Combined State Law Examination
    2024-11-30

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