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400 West Metro Park, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-08-03 |
Branch Locations
400 West Metro Park, Rochester, NY 14623 • United States
2305 W. Jefferson Ave., Trenton, MI 48183 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Clarkston | MI | 06/2012 | 12/2016 |
| Q3 Asset Management | Clarkston | MI | 12/2016 | Present |
| Intervest International Equities Corp | Colorado Springs | CO | 01/2018 | 10/2020 |
| Lifemark Securities Corp. | Rochester | NY | 06/2022 | Present |
| Lighthouse Tax And Investment Planning | Trenton | MI | 06/2022 | Present |
1. Lighthouse Tax and Investment Planning/Investment related/23052 W Jefferson, Trenton MI 48143/Fixed and Index life, fixed annuities, LTC, disability/owner/2/2022/120 hours per month/ sells insurance products. 2. Q3 Asset Management/investment related/Clarkston, MI/wholesaler RIA/12/2016/40 hrs per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-27 |
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