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400 West Metro Park, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-06-26 |
Branch Locations
Canton, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Executive Ideas Inc | Canton | GA | 05/1976 | Present |
| Foresters Equity Services, Inc. | Ocala | FL | 12/2014 | 10/2018 |
| Lifemark Securities Corp. | Rochester | NY | 11/2018 | Present |
| Cadence Homeowners Association | Canton | GA | 07/2025 | Present |
1. EXECUTIVE IDEAS, INC. / INVESTMENT RELATED / 166 CADENCE TRAIL, CANTON, GA, 30115 / PRESIDENT, INDEPENDENT INSURANCE AGENT / START 06/2003 /100+ HOURS/MONTH / 80 HOURS/MONTH DURING SECURITIES TRADING HOURS / SALES AND SERVICE OF LIFE, HEALTH, LONG TERM CARE AND DISABILITY INSURANCE. 2. PowerCore /investment related/2000 Mansell Ct. E, Suite 405, Roswell GA/member/network marketing/10/2023/24 hours per month. 3.Business Alliance/investment related/Brisken Cross and Sanford - 33 S. Main St. Suite 300, Alpharetta GA/member/group of business owners meeting to solve business issues/10/2013/24 hours per month. 4. BOARD MEMBER / NOT INVESTMENT RELATED / CANTON, GA / VOLUNTEER BOARD MEMBER OF CADENCE HOMEOWNERS ASSOCIATION / START 07/2025 / NO CHECK WRITING AUTHORIZATION.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-09-12 |
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