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Current Employers
Lifemark Securities Corp.

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-09-24
  • MI RA
    APPROVED
    Since 2024-09-24

Branch Locations

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

Monroe, MI • 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
Comerica Bank Detroit MI 06/2003 12/2018
Comerica Securities Detroit MI 10/2004 12/2018
Lifemark Securities Corp. Rochester NY 01/2024 Present
Lifemark Securities Corp. Trenton MI 08/2023 12/2023
Unemployed Trenton MI 08/2022 07/2023
Pnc Private Bank Troy MI 01/2019 08/2022
  • 06/2003 → 12/2018
    Comerica Bank
    Detroit, MI
  • 10/2004 → 12/2018
    Comerica Securities
    Detroit, MI
  • 01/2024 → Present
    Rochester, NY
  • 08/2023 → 12/2023
    Trenton, MI
  • 08/2022 → 07/2023
    Unemployed
    Trenton, MI
  • 01/2019 → 08/2022
    Pnc Private Bank
    Troy, MI
Previous Registrations
  • 2009-02-23 → 2018-12-24
    Comerica Securities
    Dearborn, MI
    Detroit, MI
    Bloomfield Hills, MI
  • 2004-10-28 → 2008-12-23
    Comerica Securities
    Farmington, MI
    Detroit, MI
    Detroit, MI
    Detroit, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-13
S65 Uniform Investment Adviser Law Examination 2001-07-27
S63 Uniform Securities Agent State Law Examination 1999-11-18
  • S66 Uniform Combined State Law Examination
    2024-09-13
  • S65 Uniform Investment Adviser Law Examination
    2001-07-27
  • S63 Uniform Securities Agent State Law Examination
    1999-11-18

View on SEC IAPD

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