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400 West Metro Park, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-09-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| 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 |
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