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400 West Metro Park, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-03-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-13 |
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