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400 West Metro Park, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-04 |
| VA | RA | APPROVED | 2009-01-07 |
Branch Locations
400 West Metro Park, Rochester, NY 14623 • United States
101 Loudoun Street, Sw, Leesburg, VA 20175 • United States
Leesburg, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifemark Securities Corp. | Rochester | NY | 12/2008 | Present |
| Independent Insurance Agent | Leesburg | VA | 07/2008 | Present |
1. INDEPENDENT INSURANCE AGENT, INVESTMENT RELATED, 101 Loudoun ST SW., LEESBURG, VA 20175, Start 07/2008, SALES OF LIFE INSURANCE AND FIXED ANNUITIES, APPROX. 20 HRS/MO & 20 HRS/MO DURING TRADING HOURS, SALES OF INSURANCE PRODUCTS/ Federal Employee Benefits Analysis 2. TEACHING MONEY MANAGEMENT CLASS TO ADULTS/CENTER FOR OTHER LIFELONG LEARNING INSTITUTE AT GEORGE MASON UNIVERSITY,STERLING, VA, UNPAID TEACHER, START 2010, 2 CLASSES A YEAR. Rep also gives seminars to corporate groups and organizations with similar topics as classes.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-08-01 |
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