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400 West Metro Park, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-10-30 |
Branch Locations
One Blue Hill Plaza #1509-75, Pearl River, NY 10965 • United States
101 N. Main Street, Greensburg, PA 15601 • United States
101 N. Main Street, Greensburg, PA 15601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sam White Cpa | Greensburg | PA | 05/1997 | Present |
| Foresters Equity Services, Inc | Greenburg | PA | 11/2011 | 10/2018 |
| Lifemark Securities Corp. | Rochester | NY | 10/2018 | Present |
| Sweetwater Tax Professionals Dba For Jackson Hewitt Franchise | Greensburg | PA | 01/1999 | Present |
1) SAM WHITE CPA, NOT-INVST RELATED,101 N. MAIN STREET, GREENSBURG, PA 15601, NORMAL ACCOUNTING PRACTICE SERVICES;40 HORS PER WEEK;STARTED 05/1997 Trustee and POA (special needs) for non investment clients 2) Sweetwater Tax Professionals dba for JACKSON HEWITT TAX OFFICES, NOT-INVST RELATED, Owner only but do not work there, FRANCHISE ,TAX PREPARATION/ACCOUNTING, STARTED 1/1999, 1 office is seasonal and one is year round/ Volunteer Activities - Treasurer Patrons of the Arts Vatican Museum Ligonier Valley Learning Center Holy Trinity Church - Financial Council-governing board
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-07 |
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