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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-13 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
1175 Pittsford-Victor Rd Ste 140, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Locust Hill Landscaping | Auburn | NY | 07/2013 | 09/2017 |
| Coleman Landscaping | Auburn | NY | 05/2018 | 11/2022 |
| Springside Inn | Auburn | NY | 11/2018 | 03/2019 |
| Bankers Life & Casualty, Inc | Pittsford | NY | 05/2023 | Present |
| Suny Oswego | Oswego | NY | 08/2021 | 05/2023 |
| Cayuga Community College | Auburn | NY | 08/2019 | 05/2021 |
| Auburn High School | Auburn | NY | 09/2015 | 06/2019 |
| Banker Life Securities, Inc | Pittsford | NY | 02/2024 | Present |
| Bankers Life Advisory | Pittsford | NY | 10/2025 | Present |
BANKERS LIFE POSITION: Insurance Agent NATURE: I help clients prepare for their retirement and legacy. I serve as my client's problem solverthat enables them to reach theirfinancial objectives (within reason) in their current financial situation. Iprimarily help people with their life insurance, medicare and medicaid,and long term care. INVESTMENT RELATED: No NUMBER OF HOURS: 260 SECURITIES TRADING HOURS: 260 START DATE: 05/15/2023 ADDRESS: Pittsford, NY , 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-05 |
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