John Stephen Shook

Current Employers

Lifemark Securities Corp.

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2019-10-10

FL RA
APPROVED

Since 2019-10-10

Branch Locations

Ocala, FL • United States

400 West Metro Park, Rochester, NY 14623 • 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

Organization	City	State	From	To
Fort King Insurance And Financial Services, Inc.	Ocala	FL	01/1998	Present
H&R Block, Inc	Ocala	FL	01/2004	12/2022
Foresters Equity Services, Inc	San Diego	CA	01/2011	10/2018
Lifemark Securities Corp.	Rochester	NY	10/2018	Present
Independent Tax Preparer	Ocala	FL	01/2023	Present

01/1998 → Present

Fort King Insurance And Financial Services, Inc.

Ocala, FL
01/2004 → 12/2022

H&R Block, Inc

Ocala, FL
01/2011 → 10/2018

Foresters Equity Services, Inc

San Diego, CA
10/2018 → Present

Lifemark Securities Corp.

Rochester, NY
01/2023 → Present

Independent Tax Preparer

Ocala, FL

Other Businesses

1. FORT KING INSURANCE AND FINANCIAL SERVICES, INC. / INVESTMENT RELATED / 3530 SE 31ST TERRACE, OCALA, FL, USA, 34471 / PRESIDENT, INDEPENDENT INSURANCE AGENT / START 01/1998 / 15 HOURS/MONTH / 2 HOURS/MONTH DURING SECURITIES TRADING HOURS / SALES AND SERVICE OF LIFE, HEALTH AND ANNUITIES. 2. INDEPENDENT TAX PREPARER / NOT INVESTMENT RELATED / 3530 SE 31ST TERRACE, OCALA, FL 34471 / 01/2023 / 4 HOURS/MONTH DURING JANUARY-APRIL / 4 HOURS/MONTH DURING SECURITIES TRADING HOURS / TAX PREPARATION.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-10-09
S63	Uniform Securities Agent State Law Examination	1988-03-09

S65 Uniform Investment Adviser Law Examination

2019-10-09
S63 Uniform Securities Agent State Law Examination

1988-03-09

Other Names

Steve Shook

View on SEC IAPD