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400 West Metro Park, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-11-05 |
Branch Locations
400 West Metro Park, Rochester, NY 14623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Equity Services | Peoria | IL | 04/2003 | 10/2018 |
| Lifemark Securities Corp. | Rochester | NY | 11/2018 | Present |
| Howard Financial Services | Moline | IL | 05/1993 | Present |
| Howard Tax Services | Moline | IL | 01/1996 | Present |
DBA OF HOWARD FINANCIAL SERVICES USED FOR SECURITIES ALSO 1. DBA HOWARD FINANCIAL SERVICES / INVESTMENT RELATED / 402 42ND STREET MOLINE IL 61265 / INDEPENDENT INSURANCE AGENT / START 05/1993 / 140 HOURS/MONTH / 120 HOURS/MONTH DURING SECURITIES TRADING HOURS / SALES AND SERVICE OF LIFE, ACCIDENT AND HEALTH INSURANCE PRODUCTS. 2. DBA HOWARD TAX SERVICES / NOT INVESTMENT RELATED / 42ND STREET MOLINE IL 61265 / TAX PREPARATION / START 01/1996 / 40 HOURS/MONTH FEBRUARY THROUGH APRIL / 0 HOURS/MONTH DURING SECURITIES TRADING HOURS / TAX PREP FOR FAMILY AND FRIENDS, NOT ACTIVELY SEEKING NEW BUSINESS SINCE 2007. 3. MOLINE MUSIC BOOSTERS / NOT INVESTMENT RELATED / 3600 AVENUE OF THE CITIES, MOLINE IL 61265 / START 08/2012 / TREASURER / 2 HOURS/MONTH / 0 HOURS/MONTH DURING SECURITIES TRADING HOURS / PAY BILLS, CREATE BUDGETS, PROCESS DEPOSITS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 1990-05-31 |
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