Best Investors
Account
Sign in
400 West Metro Park, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-05-13 |
Branch Locations
400 West Metro Park, Rochester, NY 14623 • United States
175 Olde Half Day Road Suite 200, Lincolnshire, IL 60069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifemark Securities Corporation | Rochester | NY | 01/2013 | Present |
| Midwest Benefit Consultants, Ltd | Lincolnshire | IL | 10/2012 | Present |
MIDWEST BENEFIT CONSULTANTS, LTD / INVESTMENT RELATED / 175 OLDE HALF DAY ROAD, SUITE 200, LINCOLNSHIRE, IL 60069 / INDEPENDENT INSURANCE AGENT AND PENSION ADMINISTRATOR / START 01/2013 / 120 HOURS/MO / 120 HOURS/MO DURING SECURITIES TRADING HOURS / SALES AND SERVICE OF LIFE, DISABILITY, LTC AND GROUP INSURANCE, FIXED ANNUITIES AND 401(K) PROFIT SHARING PLAN DESIGN AND SERVICING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-16 |
Reach out to this advisor