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510 Lexington Avenue Suite 101, Chapin, SC 29036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-07 |
| TX | RA | APPROVED | 2024-07-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifemark Securities Corp. | Rochester | NY | 08/2005 | Present |
| Core Advisors, Ltd. | Chapin | SC | 08/2007 | Present |
NAME OF BUSINESS: CORE ADVISORS, LTD. BUSINESS INVESTMENT RELATED: Y BUSINESS ADDRESS: 118 COLUMBIA AVE., CHAPIN, SC SC 29036 TITLE: PRESIDENT NATURE OF BUSINESS: REGISTERED INVESTMENT ADVISOR RR DUTIES: FINANCIAL PLANNING, INVESTMENT ADVISE START DATE OF BUSINESS: 8/1/2007 HOUR/MONTHLY: 100 HOURS/MONTHLY DURING SECURITIES TRADE: 100
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-30 |
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