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303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-06-29 |
Branch Locations
231 Salina Meadows Pkwy Ste 100, Syracuse, NY 13212 • 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 |
|---|---|---|---|---|
| Citizens Bank | Philadelphia | PA | 09/2013 | 05/2021 |
| Cco Investment Services | Glen Mills | PA | 06/2014 | 05/2021 |
| Bankers Life & Casualty, Inc | Syracuse | NY | 11/2021 | Present |
| Bankers Life Securities, Inc | Syracuse | NY | 06/2022 | Present |
| Bankers Life Advisory Services, Inc | Syracuse | NY | 06/2022 | Present |
| Unemployed | Syracuse | NY | 05/2021 | 11/2021 |
LIVERPOOL SCHOOL DISTRICT POSITION: Sub NATURE: School INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/11/2022 ADDRESS: Blackberry Rd, Liverpool NY 13090, United States DESCRIPTION: Monitor lunch room BANKERS LIFE POSITION: Agent NATURE: Life Insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 11/18/2021 ADDRESS: 231 Salina Meadows Parkway, Syracuse NY 13212, 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 | 2017-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-26 |
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