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400 West Metro Park, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-09-30 |
Branch Locations
Mt. Vernon, NY • United States
101 Loudoun Street, Sw, Leesburg, VA 20175 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 10/2012 | 08/2019 |
| Client First Capital, Llc | New York, | NY | 08/2019 | 09/2022 |
| Lifemark Securities Corp. | Rochester | NY | 09/2022 | Present |
| Caregiver | Mount Vernon | NY | 09/2020 | Present |
| Independent Insurance Agent | Mount Vernon | NY | 01/2020 | Present |
1. INDEPENDENT INSURANCE AGENT / NOT INVESTMENT RELATED / 290 COLLINS AVENUE UNIT #2B, MOUNT VERNON, NY 10552 / START 01/2020 / 60 HOURS/MONTH / 48 HOURS/MONTH DURING TRADING HOURS / SALES AND SERVICE OF MEDICARE INSURANCE. 2. CAREGIVER / NOT INVESTMENT RELATED / 290 COLLINS AVENUE, APT. 2B, MOUNT VERNON, NY 10552 / START 09/2020 / PART TIME CAREGIVER FOR RELATIVE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-01-06 |
| S65 | Uniform Investment Adviser Law Examination | 1997-08-22 |
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