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400 West Metro Park, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2018-10-23 |
| TX | RA | APPROVED_RES | 2018-10-17 |
Branch Locations
400 West Metro Park, Rochester, NY 14623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Equity Services, Inc | Herman | MO | 02/2011 | 10/2018 |
| Lifemark Securities Corp . | Rochester | NY | 10/2018 | Present |
1. Independent Insurance Agent/investment related/2321 Drake School Rd, Hermann, MO 65401/Selling of insurance products, not provided through LifeMark Securities, through LMS approved marketing organizations/Sales/1/1998/1 hour per month/Working with prospects and clients to determine the best insurance product to meet their needs, then writing the application and placing the business. 2.Benz Family Farm LL/Not investment related/2302 Drake School Rd, Hermann MO, 65041/Part owner of family farm/Raising farm animals and vegetables to sell/3/2010/30 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-08 |
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