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400 West Metro Park, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2018-10-30 |
Branch Locations
400 West Metro Park, Rochester, NY 14623 • United States
3610 Buttonwood Drive Suite 200, Columbia, MO 65201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| William Woods University | Fulton | MO | 08/1994 | Present |
| Foresters Equity Services, Inc. | San Diego | CA | 07/2016 | 10/2018 |
| Lifemark Securities Corp. | Rochester | NY | 10/2018 | Present |
| Independent Insurance Agent | Columbia | MO | 10/2003 | Present |
| Luckenbill Law Firm | Columbia | MO | 08/2006 | Present |
| Financial Restoration Academy | Columbia | MO | 03/2026 | Present |
1) INDEPENDENT INSURANCE AGENT / INVESTMENT RELATED / 3610 BUTTONWOOD DRIVE, SUITE 200, COLUMBIA, MO 65201 / SALES AND SERVICE OF LIFE, ACCIDENT AND HEALTH INSURANCE / START 10/2003 / 16 HOURS/MONTH / 8 HOURS/MONTH DURING SECURITIES TRADING HOURS. 2) LUCKENBILL LAW FIRM, LLC / NOT INVESTMENT RELATED / 3610 BUTTONWOOD DRIVE, SUITE 200, COLUMBIA, MO 65201 / ATTORNEY, ESTATE PLANNING / START 08/2006 / 60 HOURS/MONTH / 40 HOURS/MONTH DURING SECURITIES TRADING HOURS. 3) ADJUNCT PROFESSOR / NOT INVESTMENT RELATED / WILLIAMS WOODS UNIVERSITY, FULTON, MO / START DATE 08/1994 / 30 HOURS/MONTH / 8 HOURS/MONTH DURING SECURITIES TRADING HOURS. 4) BROADWAY CHRISTIAN CHURCH / NOT INVESTMENT RELATED/ COLUMBIA, MO 65203 / MEMBER OF MEMORIAL FUNDS SUBCOMMITTEE / START DATE 3/2016. 5) FINANCIAL RESTORATION ACADEMY / NOT INVESTMENT RELATED / 3600 BUTTOWOOD DRIVE, SUITE 200, COLUMBIA, MO 65201 / FINANCIAL COACH / START 3/1/2026 / 80 HOURS MONTH / 10 HOURS/MONTH DURING SECURITIES TRADING HOURS / OFFER SUBSCRIPTION SERVICE TO COACH SUBSCRIBERS ON PERSONAL CASH FLOW AND BUDGETING PRACTICES. 6) LUCKENBILL AND ASSOCIATES, LLC / NOT INVESTMENT RELATED / COLUMBIA, MO 65203 / USED FOR BOOKKEEPING PURPOSES ONLY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-18 |
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