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Current Employers
Lifemark Securities Corp.

400 West Metro Park, Rochester, NY 14623 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-05-13
  • IL RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lifemark Securities Corporation Rochester NY 01/2013 Present
Midwest Benefit Consultants, Ltd Lincolnshire IL 10/2012 Present
  • 01/2013 → Present
    Lifemark Securities Corporation
    Rochester, NY
  • 10/2012 → Present
    Midwest Benefit Consultants, Ltd
    Lincolnshire, IL
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-16
  • S66 Uniform Combined State Law Examination
    2024-03-16

View on SEC IAPD

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