Best Investors Account Sign in
Current Employers
Lifemark Securities Corp.

400 West Metro Park, Rochester, NY 14623 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2020-03-13
  • MI RA
    APPROVED
    Since 2020-03-13

Branch Locations

Macomb, MI • United States

400 West Metro Park, Rochester, NY 14623 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foresters Equity Services, Inc. San Diego CA 11/2015 10/2018
Lifemark Securities Corp. Rochester NY 11/2018 Present
Independent Insurance Agent Macomb MI 07/2003 Present
  • 11/2015 → 10/2018
    Foresters Equity Services, Inc.
    San Diego, CA
  • 11/2018 → Present
    Rochester, NY
  • 07/2003 → Present
    Independent Insurance Agent
    Macomb, MI
Other Businesses

independent insurance agent, investment related, 49522 Parkside CT, Macomb, MI 48044, sales & service of insurance, began 7/2003. I rarely sell fixed insurance but I am licensed to do so.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-13
S63 Uniform Securities Agent State Law Examination 2006-12-13
  • S65 Uniform Investment Adviser Law Examination
    2020-03-13
  • S63 Uniform Securities Agent State Law Examination
    2006-12-13

View on SEC IAPD

More in Macomb, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor