Robert Phillip Wolf

Employer firm

Lifemark Securities Corp. CRD 16204

$425M regulatory AUM 380 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2010 → 10/2018
  Foresters Equity Services, Inc
  Oldsmar, FL
• 10/2018 → Present
  Lifemark Securities Corp.
  Rochester, NY
• 05/2015 → Present
  Frontier Insurance Services
  New Port Richey, FL
• 06/2006 → Present
  Sterling Wealth Management
  New Port Richey, FL

Previous Registrations

• 2010-10-29 → 2018-11-08
  Foresters Equity Services, Inc.
  New Port Richey, FL
  Oldsmar, FL
  San Diego, CA
  Ocala, FL
• 2005-04-15 → 2010-10-19
  Woodbury Financial Services, Inc.
  Oldsmar, FL
  Oldsmar, FL
• 2001-08-09 → 2005-04-07
  Equitable Advisors, Llc
  Tampa, FL

Other Businesses

1. West Pasco Chamber of Commerce/investment related/participant/networking for business owners/4/2022/ 4 hours per month. 2. FRONTIER INSURANCE SERVICES DBA / INVESTMENT RELATED/ 11414 MERGANSER WAY, NEW PORT RICHEY, FL 34654 / INDEPENDENT INSURANCE AGENT / START 05/2018 / 16 HOURS/MONTH/ SALES AND SERVICE OF life, health, MEDICARE INSURANCE and fixed annuities.

Exams

• S66 Uniform Combined State Law Examination
  2001-05-30

Designations

• Chartered Financial Consultant