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400 West Metro Park, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-11-20 |
Branch Locations
One Blue Hill Plaza #1509-75, Pearl River, NY 10965 • United States
60 Walnut Street 4Th Floor, Wellesley, MA 02481 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Foresters Equity | San Diego | CA | 08/2014 | 10/2018 |
| Lifemark Securities Corp. | Rochester | NY | 10/2018 | Present |
| Law Offices Of Ye Huang | Wellesley | MA | 06/2008 | Present |
| Independent Insurance Agent | Wellesley | MA | 04/2010 | Present |
1.) INDEPENDENT INSURANCE AGENT, 70 Manor Ave, Wellesley, MA 02482,sales & service of life, accident & health insurance, 1 hr/SECURITIES TRADING HOURS WEEKLY, 0 NON SECURITIES TRADING HOURS WEEKLY, START DATE 4/2010 2.) ATTORNEY - Law offices of Ye Huang, investment related, 60 Walnut St.,4th Floor, Wellesley, MA 02481, - 6 hrs/wk during TRADING HOURS , START DATE 6/2008, estate planning Rep has real estate license Leadership role for the following organizations: President & Chairman of Asian American Assoc of Boston Chairman of Fujianess Assoc Chairman of Boston Fujianess Chamber of Commerce
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-17 |
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