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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-07-03 |
Branch Locations
303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
231 Salina Meadows Pkwy Ste 100, 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 | 08/2022 | Present |
| Pet Land | Syracuse | NY | 03/2017 | 10/2022 |
| Romano Mazda | Syracuse | NY | 02/2017 | 03/2022 |
| Student Full Time | Syracuse | NY | 01/2013 | 02/2017 |
| Bankers Life Securities, Inc | Syracuse | NY | 02/2024 | Present |
| Bankers Life Advisory Services, Inc | Syracuse | NY | 07/2024 | Present |
Insurance Agent: 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. Vrbo - Property Manager 456 Hillsdale Ave, Syracuse, NY 13206 since 01/14/2021. Monthly compensation approx. $2,000.00. I own a rental property that I allow people to rent for short term stays. My job is to maintain the property and ensure cleanliness for guests as they check in. I am also responsible for all correspondence and coordination with guests via the Vrbo app.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-02 |
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