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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2021-01-04 |
Branch Locations
475 Kilvert St Suite 300, Warwick, RI 02886 • 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 | Warwick | RI | 01/2009 | Present |
| Bankers Life Securities | Warwick | RI | 09/2017 | Present |
| Bankers Life Advisory Services | Warwick | RI | 01/2021 | Present |
BANKERS LIFE POSITION: Insurance Agent & UFT NATURE: Medicare Supplement, Long Term Care insurance, Life insurance & Annuities are the solutions offered (Life/Health).Service existing clients, recommend solutions on a needs basis. INVESTMENT RELATED: No NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 70 START DATE: 01/09/2009 ADDRESS: 475 Kilvert St, Suite 210 Building A, Warwick RI 02886, United States DESCRIPTION: 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. DAVID JUSZKIEWICZ POSITION: Owner of Investment property NATURE: Landlord - manage property, collect rent. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 07/15/2022 ADDRESS: 26 BOSTON AVE, Worcester MA 01604-1948, United States DESCRIPTION: I own a multi family home, collect rent and will be holding a security deposit at a bank for new tenant as of 10/01/2022 in the amount of $2,400. MISCOE FINANCIAL, LLC POSITION: Owner NATURE: This LLC has been established exclusively for tax purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 42 Miscoe Rd, Mendon MA 01756, United States DESCRIPTION: Owner of LLC, this is soly set up for tax purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-29 |
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