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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-30 |
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