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400 West Metro Park, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-03-15 |
| GA | RA | APPROVED | 2017-09-01 |
Branch Locations
12705 Century Drive Suite A, Alpharetta, GA 30009 • United States
12705 Century Drive Suite A, Alpharetta, GA 30009 • United States
400 West Metro Park, Rochester, NY 14623 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp | Tampa | FL | 01/2005 | 05/2017 |
| Lifemark Securities Corp. | Rochester | NY | 08/2017 | Present |
| Independent Insurance Agent | Alpharetta | GA | 02/2005 | Present |
SAEG, INC. NOT INVESTMENT RELATED. 1955 N CREEK CIRCLE, ALPHARETTA, GA 30009. S-CORP USED TO CONTROL INCOME & EXPENSES. PRES. START: 06/05/2006. 20 HPM. Independent insurance agent. Investment related. 12705 Century Dr., Suite A, Alpharetta, GA 30009. Occasional sale and service of life insurance. Independent Agent. 02/2005. less than 2 hrs per month. Sale and service of life insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-29 |
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