Ronald Joseph Drake

Current Employers

Lifemark Securities Corp.

400 West Metro Park, Rochester, NY 14623 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-08-23

NY RA
APPROVED

Since 2021-08-23

Branch Locations

Sherrill, NY • United States

400 West Metro Park, Rochester, NY 14623 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lifemark Securities Corp.	Rochester	NY	08/2012	Present
Teague Accounting Xperts, Inc.	Chittenanago	NY	08/2013	06/2025
Independent Insurance Agent	Sherrill	NY	08/2013	Present
Puma Accounting	Chittenango	NY	01/2026	01/2026

08/2012 → Present

Lifemark Securities Corp.

Rochester, NY
08/2013 → 06/2025

Teague Accounting Xperts, Inc.

Chittenanago, NY
08/2013 → Present

Independent Insurance Agent

Sherrill, NY
01/2026 → 01/2026

Puma Accounting

Chittenango, NY

Other Businesses

1) Independent insurance agent ,investment related, 227 W. Hinds Ave., Sherrill, NY 13461, sales and service of life insurance, began August 2013, 2 hours a month, sales and service of life insurance.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-12-03
S63	Uniform Securities Agent State Law Examination	2003-05-31

S65 Uniform Investment Adviser Law Examination

2012-12-03
S63 Uniform Securities Agent State Law Examination

2003-05-31