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400 West Metro Park, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-07-02 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Tarrytown | NY | 01/2016 | 08/2017 |
| Mml Investors Services | Tarrytown | NY | 01/2016 | 08/2017 |
| National Life Group | Whtie Plains | NY | 08/2017 | 12/2022 |
| Equity Services, Inc. | Montpelier | VT | 08/2017 | 12/2022 |
| Pruco Securities, Llc | White Plains | NY | 01/2023 | 06/2024 |
| The Prudential Insurance Company Of America | White Plains | NY | 01/2023 | 06/2024 |
| Lifemark Securities Corp. | Rochester | NY | 07/2024 | Present |
| Kindle Direct Publishing | Pleasant Valley | NY | 07/2023 | Present |
| Aetna | Pleasant Valley | NY | 06/2022 | Present |
| Co-Owner/Landlord | Myrtle Beach | SC | 12/2019 | Present |
| Sage Largesse Endeavor | Pleasant Valley | NY | 08/2017 | Present |
| Seminar Leader | Pleaseant Valley | NY | 10/2016 | Present |
| Sage Medicare | Pleasant Valley | NY | 08/2016 | Present |
1) DBA SAGE MEDICARE / NOT INVESTMENT RELATED / 45 NORTH AVE., PLEASANT VALLEY NY 12569 / INDEPENDENT INSURANCE AGENT / START 08/2016 / 40 HOURS/MONTH / 0 HOURS/MONTH DURING SECURITIES TRADING HOURS / SALES AND SERVICE OF MEDICARE PRODUCTS. 2) SAGE LARGESSE ENDEAVOR / INVESTMENT RELATED / 45 NORTH AVE., PLEASANT VALLEY NY 12569 / INDEPENDENT INSURANCE AGENT / START 08/2017 / 20 HOURS/MONTH / 0 HOURS/MONTH DURING TRADING HOURS / SALES AND SERVICE OF LIFE INSURANCE PRODUCTS. 3) AETNA / NOT INVESTMENT RELATED / 45 NORTH AVE., PLEASANT VALLEY NY 12569 / SENIOR ACCOUNT MANAGER IN GROUP MEDICARE SERVICES / START 06/2022 / 40 HOURS/MONTH / 0 HOURS/MONTH DURING TRADING HOURS / PROVIDE ACCOUNT MANAGEMENT FOR EXISTING MEDICARE CONTRACTS FOR GROUP RETIREES. 4) MEDICARE RESOURCE GROUP (FMO) / NOT INVESTMENT RELATED / LOCATION VARIES / START 10/2016 / 1HOURS/MONTH / 0 HOURS/MONTH DURING TRADING HOURS / CONDUCT EDUCATIONAL MEDICARE SEMINARS. 5) SAGE PROPERTY RENTALS INC. / NOT INVESTMENT RELATED / 6001 SOUTH KINGS HIGHWAY, HOUSE A-18, MYRTLE BEACH , SC 29575 / CO-OWNER/LANDLORD / START 12/2019 / 4 HOURS/MONTH / 0 HOURS/MONTH DURING TRADING HOURS / VACATION RENTALS FOR 3 HOMES IN MYRTLE BEACH, SC. 6) KINDLE DIRECT PUBLISHING (KDP)-AMAZON / NOT INVESTMENT RELATED / 45 NORTH AVE., PLEASANT VALLEY NY 12569 / AUTHOR / START 07/2023 / 1 HOUR/MONTH / 0 HOURS/MONTH DURING TRADING HOURS / WRITING EDUCATIONAL AND SUBJECT MATTER BOOKS FOR CHILDREN. DEVELOPING, CREATING AND PUBLISHING JOURNALS AND NOTEBOOKS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-21 |
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