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400 West Metro Park, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-12-06 |
Branch Locations
San Francisco, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | San Francisco | CA | 01/2016 | 01/2017 |
| Foresters Equity Services, Inc. | San Diego | CA | 02/2017 | 10/2018 |
| Lifemark Securities Corp. | Rochester | NY | 11/2018 | Present |
| Independent Insurance Agent | San Francisco | CA | 01/2016 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-04-12 |
| S65 | Uniform Investment Adviser Law Examination | 2000-01-27 |
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