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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-07-10 |
Branch Locations
1000 Commerce Park Drive Ste 301, Williamsport, PA 17701 • United States
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • 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 | Williamsport | PA | 01/2011 | Present |
| Pizza Hut | Williamsport | PA | 04/2006 | 11/2020 |
| Mcneal Steel Llc | Milton | PA | 09/2015 | 12/2018 |
| St. John's Lutheran Church | Montgomery | PA | 12/2015 | Present |
| Bankers Life Securities Inc | Williamsport | PA | 02/2017 | Present |
| Mcneal Steel Llc | Milton | PA | 09/2015 | Present |
| St. John'sLutheran Church | Montgomery | PA | 12/2015 | Present |
| Pizza Hut | Williamsport | PA | 08/2008 | 11/2020 |
| Bankers Life Advisory Services | Williamsport | PA | 07/2017 | Present |
BANKERS LIFE POSITION: UFT NATURE: 1099 contracted insurance agent. I hold a life, annuities, ltc and medicare supplicments and advantage plans. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 5 START DATE: 01/06/2011 ADDRESS: 1000 Commerce Park Dr, ste 301, Williamsport PA 17756, United States DESCRIPTION: Recruit and train insurance agents. 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. ST JOHN CEMETERY ASSOCIATION POSITION: Treasurer NATURE: Cemetery. Money comes in for graves, opening and closings. Expense like mowing and snow removal. There are no employees just volunteers. Two signers on all checks. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2023 ADDRESS: 196 Brick Church Rd, Montgomery PA 17752, United States DESCRIPTION: Pay any bills that come in and balance the check book. Volunteer run with no compensation. I will write a check when I am presented a bill. The check requires 2 signatures of the 3 signers on the account. ST. JOHN'SLUTHERAN CHURCH POSITION: Treasurer NATURE: Non profit church INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2015 ADDRESS: 196 Brick Church Rd, Montgomery PA 17754, United States DESCRIPTION: A/R, A/P, Payroll checks, issue W-2s, file 941, file State and local taxes. We have 5 part time employees including myself. I also enter the budget information. There are mandatory two signers for check writing. no cash withdrawals from the account allowed. The church council counts the money and I record it, fill out the deposit slip and hand it to one of the countersigners in the room and that person takes it to the bank.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-08 |
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