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400 West Metro Park, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2017-09-19 |
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 |
|---|---|---|---|---|
| Prudential Insurance Company Of America | South Jordan | UT | 06/2016 | 06/2017 |
| Pruco Securities, Llc | South Jordan | UT | 06/2016 | 06/2017 |
| Lifemark Securities Corp. | Rochester | NY | 08/2017 | Present |
| Independent Insurance Agent | Denver | CO | 01/2014 | Present |
independent insurance agent, investment related, 2068 North Emerson St, Denver, CO 80205, sales & service of life insurance, began January 2014, 8 hrs/mo & 3hrs/mo during trading hrs, sales & service of life insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-21 |
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