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400 West Metro Park, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-26 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifemark Securities Corp | Rochester | NY | 02/2002 | Present |
| Independent Insurance Agent | Rochester | NY | 02/2002 | Present |
INDEPENDENT INSURANCE AGENT, INVESTMENT RELATED, 400 WEST METRO PARK, ROCHESTER, NY 14623, SALES & SERVICE OF LIFE, HEALTH, GROUP LIFE & GROUP LONG TERM DISABILITY INSURANCE, GROUP BENEFITS CONSULTING, SALES AGENT, BEGAN FEBRUARY 2002, 80 HRS/MO & 40 HRS/MO DURING TRADING HRS, SALES & SERVICE OF INSURANCE PRODUCTS / I AM PART OWNER OF ONE PIECE OF COMMERCIAL REAL ESTATE INCORPORATED UNDER FIVE STAR PROPERTIES OF NY, LLC. WE BREAK EVEN FROM A TAX STANDPOINT. Generally at present, any income is offset by expenses for this prorperty. THIS IS A VERY SMALL COMMERCIAL PROPERTY AND DOES NOT INVOLVE A LOT OF MY TIME TO MANAGE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-08-23 |
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