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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-02-08 |
Branch Locations
91 Chestnut St, Oneonta, NY 13820 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American National Insurance | Oneonta | NY | 08/2004 | Present |
| Securities Management And Research, Inc | Oneonta | NY | 12/2004 | Present |
| Bfc Planning, Inc. | Oneonta | NY | 02/2022 | Present |
1.AMERICAN NATIONAL & AFFILIATES-Y-ONEONTA,NY-INSURANCE SALES-AGENT-10/1995-210-147-INSURANCE SALES & MANAGEMENT OF SALESMEN. 2.CHESTNUT RENTIAL LLC-Y-ONEONTA,NY-REAL ESTATE INVESTMENT HOLDING-MANAGER-7/2006-2-2-COLLECT RENT, PAY BILLS, AND DEAL WITH BUILDING ISSUES. 3.NATIONAL COUNCIL ON COMPENSATION INSURANCE-N-ONEONTA,NY-WORKMENS COMP INSURANCE-BROKER FOR NCCI-04/2014-1-1-OBTAINING WORKERS COMP FOR CLIENTS. 4.OWEN P & MARY KENNEDY-N-ONEONTA,NY-LIVESTOCK-OWNER-01/2012-75-0-BEEF, SHEEP HOG AND CHICKEN FARM. 5. ST MARY'S CHURCH- N- COOPERSTOWN, NY- CHURCH- PARISH COUNCIL MEMBER- 09/2022- 2- 0- MEET MONTHLY TO DISCUSS EDUCATION AND MINISTRIES OF THE CHURCH.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-07-19 |
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