Lamont Percell Parker

Current Employers

Lifemark Securities Corp.

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

Current Registrations

Authority	Category	Status	Date
DE	RA	APPROVED	2011-07-05

DE RA
APPROVED

Since 2011-07-05

Branch Locations

Newark, DE • United States

Pittsburg, CA • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination Yes

Employment History

Organization	City	State	From	To
Lifemark Securities Corp.	Rochester	NY	06/2011	Present
Independent Insurance Agent	Newark	DE	10/1997	Present

06/2011 → Present

Lifemark Securities Corp.

Rochester, NY
10/1997 → Present

Independent Insurance Agent

Newark, DE

Previous Registrations

2007-04-02 → 2011-06-17

Brookstone Securities, Inc.

Newark, DE

Lakeland, FL

Wilmington, DE

Palm Harbor, FL
2005-09-22 → 2007-04-02

First Midwest Securities, Inc.

Bloomington, IL

Bloomington, IL

Kennett Square, PA

Kennett Square, PA
2003-11-04 → 2005-07-18

Raymond James & Associates, Inc.

Wilmington, DE
1998-05-21 → 2003-04-03

Morgan Stanley Dw Inc.

Wilmington, DE

Other Businesses

ALL BUSINESSES LOCATED AT 721 WILLINGTON SQUARE WAY, NEWARK, DE 19711. DBA OF DELAWARE VALLEY WEALTH MANAGEMENT GROUP USED FOR SECURITIES BUSINESS. DELAWARE VALLEY WEALTH MANAGEMENT GROUP (DVWMG)/ INVESTMENT RELATED / INDEPENDENT INSURANCE AGENT / START 10/1997 / SALES AND SERVICE OF FIXED ANNUITIES AND LIFE INSURANCE. DVWMG FOUNDATION: PRESIDENT/NON-PROFIT NOT INVESTMENT RELATED. DONATING MONEY & FOOD TO COMMUNITY APPROX. 15HRS A MONTH(WEEKEND WORK). MY WIFE AND I FOUNDED THIS FOUNDATION IN 2006.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-04-13
S63	Uniform Securities Agent State Law Examination	1998-04-01

S65 Uniform Investment Adviser Law Examination

1998-04-13
S63 Uniform Securities Agent State Law Examination

1998-04-01

Other Names

Lamont P Parker

View on SEC IAPD