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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-30 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
300 Westage Business Center Drive Ste 190, Fishkill, NY 12524 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty | Wappingers Falls | NY | 10/2010 | 03/2022 |
| Bankers Life Securities | Wappingers Falls | NY | 03/2018 | 03/2022 |
| Bankers Life Advisory Services | Fishkill | NY | 03/2018 | Present |
| Bankers Life Securities | Fishkill | NY | 03/2022 | Present |
| Bankers Life | Fishkill | NY | 03/2022 | Present |
BANKERS LIFE & CASUALTY POSITION: Agent NATURE: Present and sell insurance products through Bankers Life INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 10/18/2010 ADDRESS: 646 Plank Rd. Ste 206, Clifton Park NY 12065, United States DESCRIPTION: 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-06-30 |
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