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Current Employers
Lifemark Securities Corp.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2012-07-19
  • IL RA
    APPROVED
    Since 2012-07-19

Branch Locations

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

Skokie, IL • 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
OrganizationCityStateFromTo
Lifemark Securities Corp. Rochester NY 02/2009 Present
Can I Keep The House, Inc. Skokie IL 02/2009 Present
Independent Insurance Agent Skokie IL 02/2009 Present
  • 02/2009 → Present
    Rochester, NY
  • 02/2009 → Present
    Can I Keep The House, Inc.
    Skokie, IL
  • 02/2009 → Present
    Independent Insurance Agent
    Skokie, IL
Previous Registrations
  • 2007-10-02 → 2008-08-12
    Seidman Private Advisors Llc
    Chicago, IL
    Kirkland, WA
  • 2003-01-21 → 2003-11-14
    Fr&R Financial Services, L.L.C.
    Deerfield, IL
  • 2002-05-30 → 2002-12-16
    Cetera Wealth Services, Llc
    Arlington Heights, IL
Other Businesses

CAN I KEEP THE HOUSE, INC.,INVESTMENT & NON-INVESTMENT-RELATED. FINANCIAL PLANNING & DIVORCE PLANNING/MEDIATION FIRM, 9101 KILBOURN AVENUE SKOKIE, IL 60076, . FROM 02/2009 TO PRESENT. WORK APPROXIMATELY 80 HRS/MO. AND 40 HRS/MO. DURING TRADING HOURS, FINANCIAL PLANNING, DIVORCE FINANCIAL ANALYSIS, DIVORCE MEDIATION, TAX PREPARATION, PUBLIC SPEAKING, LIFE & HEALTH INSURANCE SALES. I RECEIVE INCOME FROM THIS OBA AT THE RATE OF UP TO $250/BILLABLE HOUR AND COMMISSIONS FROM SELLING INSURANCE. INDEPENDENT INSURANCE AGENT EXPLANATION HAS BEEN MADE AS ABOVE AS I DO THIS BUSINESS THROUGH CAN I KEEP THE HOUSE./CENTURY 21 MB REAL ESTATE. NON-INVESTMENT-RELATED. REAL ESTATE FIRM. NORTHBROOK, ILLINOIS 60062. FROM 02/2009 TO PRESENT. WORK APPROXIMATELY 2 HRS/MO. AND 0 HRS/MO. DURING TRADING HOURS. VIEWING REAL ESTATE LISTINGS, POSSIBLY LISTING OR SELLING PROPERTY. I RECEIVE COMMISSIONS FROM REAL ESTATE SALES BUT HAVE NOT RECEIVED INCOME FROM THIS OBA IN PERHAPS 8 YEARS./The College For Financial Planning, not investment related, conducted from 9101 KILBOURN AVENUE, SKOKIE, IL 60076, faculty member, began January 2020, teach and publish research along with other duties

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-04-03
  • S63 Uniform Securities Agent State Law Examination
    2002-04-03
Designations
Other Names
  • Sara Ann Stolberg
  • Sara Ann Krakauer
  • Sara Ann Stolberg

View on SEC IAPD

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