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Current Employers
Lifemark Securities Corp.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-27
  • NY RA
    APPROVED
    Since 2021-08-27

Branch Locations

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

Pittsford, NY • 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
Upstate Special Rick Services Inc Rochester NY 09/1974 09/2020
Lifemark Securities Corp. Rochester NY 01/1985 Present
Independent Insurance Agent Rochester NY 09/2020 Present
  • 09/1974 → 09/2020
    Upstate Special Rick Services Inc
    Rochester, NY
  • 01/1985 → Present
    Rochester, NY
  • 09/2020 → Present
    Independent Insurance Agent
    Rochester, NY
Other Businesses

Independent Insurance Agent,INVESTMENT RELATED, 400 WEST METRO FINANCIAL CENTER, ROCHESTER, NY 14623, Sales and service of LIFE, LTC AND DI INSURANCE, BEGAN SEPTEMBER 1974, MAY OCCASIONALLY BE RETAINED AS INSURANCE OR SECURITIES CONSULTANT/ Board Director of DMG, began 3/2017, DMG is insurance marketing organization

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1982-11-30
  • S63 Uniform Securities Agent State Law Examination
    1982-11-30

View on SEC IAPD

Other Firms

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