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400 West Metro Park, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-16 |
| FL | RA | APPROVED | 2024-11-14 |
| NY | RA | APPROVED | 2021-08-25 |
Branch Locations
4444 Main Street, Buffalo, NY 14226 • United States
400 West Metro Park, Rochester, NY 14623 • United States
3903 Northdale Blvd, Ste 100E, Tampa, FL 33624 • United States
Lutz, FL • United States
2 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 |
|---|---|---|---|---|
| Lifemark Securities Corp. | Rochester | NY | 09/2009 | Present |
| Independent Insurance Agent | Buffalo | NY | 07/1997 | Present |
| Mintco Financial Inc. | Buffalo | NY | 04/2001 | Present |
| Mintco Financial, Inc | Tampa | FL | 12/2011 | Present |
1.Elite Independence Group, LLC/Investment related/3903 Northdale Blvd. Tampa, FL, 33624/insurance sales/managing partner/4/2001/100 hours per month/owner. 2.DBA Mintco Financial INC and Independent insurance agent/investment related/3903 Northdale Blvd STE 100E Tampa FL and 4444 Main St Buffalo NY/7/1997/150 hours per month/Provide financial services of insurance,financial planning services, sales of life, health,LTC, annuties/ owner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-04 |
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