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Current Employers
Lifemark Securities Corp.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-07
CA RA APPROVED 2018-11-30
  • TX RA
    APPROVED
    Since 2026-05-07
  • CA RA
    APPROVED
    Since 2018-11-30

Branch Locations

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

Pittsburg, CA • 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
Independent Insurance Agent Pittsburg CA 10/2000 Present
Lifetime Planning Dba Pittsburg CA 05/2007 01/2025
  • 10/2000 → Present
    Independent Insurance Agent
    Pittsburg, CA
  • 05/2007 → 01/2025
    Lifetime Planning Dba
    Pittsburg, CA
Previous Registrations
  • 2008-09-23 → 2018-11-07
    Foresters Equity Services, Inc.
    Martinez, CA
    Pittsburg, CA
    Pittsburg, CA
  • 2007-03-01 → 2007-03-08
    Danville, CA
    Walnut Creek, CA
  • 2003-07-29 → 2007-03-01
    United Securities Alliance, Inc.
    Walnut Creek, CA
    Pittsburg, CA
    Greenwood Village, CO
    Pittsburg, CA
    Danville, CA
Other Businesses

1. Independent Insurance Sales /4230 Hillview Drive, Pittsburg, CA 94565/sales & service of life, LTC, disability insurance & annuities and financial planning/independent insurance agent and CFP, Start 7/2013/10 Hours per month. 2. Board Member, Pittsburg Chamber of Commerce, 745 Railroad Avenue, Pittsburg, CA 94565, not investment related, 07/2016, 1-2 hrs per month

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-12-29
  • S63 Uniform Securities Agent State Law Examination
    2000-12-29
Designations
Other Names
  • Nancy Marie Aanestad
  • Nancy Marie Hairsine
  • Patterson Marie Nancy
  • Nancy Aanestad Marie Patterson

View on SEC IAPD

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