Alan Bart Mcclure

Current Employers

Lifemark Securities Corp.

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

Current Registrations

Authority	Category	Status	Date
LA	RA	APPROVED	2018-12-06

LA RA
APPROVED

Since 2018-12-06

Branch Locations

Ocala, FL • United States

Baton Rouge, LA • 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
Logical Investments	Bation Rouge	LA	05/2015	Present
Lifemark Securities Corp.	Rochester	NY	11/2018	Present
Foresters Equity Services, Inc	Baton Rouge	LA	11/2015	11/2018

05/2015 → Present

Logical Investments

Bation Rouge, LA
11/2018 → Present

Lifemark Securities Corp.

Rochester, NY
11/2015 → 11/2018

Foresters Equity Services, Inc

Baton Rouge, LA

Previous Registrations

2016-09-30 → 2018-11-05

Foresters Equity Services, Inc.

Baton Rouge, LA

Bossier, LA

Ocala, FL

Other Businesses

LOGICAL INVESTMENTS, LLC / INVESTMENT RELATED / 11949 BRICKSOME AVE, BATON ROUGE, LA 70816 / RESEARCH ASSISTANT / START 05/2015 / 100 HOURS/MONTH / 100 HOURS/MONTH DURING SECURITIES TRADING HOURS / OFFICE ADMINISTRATIVE TASKS, DATA ENTRY, SPREADSHEET MAINTENANCE, FILING, COPYING, SCANNING. Rep has insurance license but presently doesn't usually sell fixed insurance

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-09-22
S63	Uniform Securities Agent State Law Examination	2015-12-04

S65 Uniform Investment Adviser Law Examination

2016-09-22
S63 Uniform Securities Agent State Law Examination

2015-12-04

View on SEC IAPD