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400 West Metro Park, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-27 |
Branch Locations
400 West Metro Park, Rochester, NY 14623 • United States
Pittsford, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-11-30 |
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