David Ashley Iobst

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

• 11/2015 → 12/2016
  State Farm Insurance
  Charlottesville, VA
• 11/2015 → 12/2016
  State Farm Vp Management Corp.
  Charlottesville, VA
• 01/2017 → Present
  Lifemark Securities Corp.
  Rochester, NY
• 01/2017 → Present
  Independent Insurance Agent
  Middletown, DE

Previous Registrations

• 2009-08-13 → 2010-11-30
  Directed Services Llc
  West Chester, PA
• 2007-02-22 → 2007-11-12
  Tower Square Securities, Inc.
  Wilmington, DE
  Plainview, NY
  Wilmington, DE
• 2005-03-10 → 2007-01-11
  Osaic Fs, Inc.
  Wilmington, DE
  Wilmington, DE

Other Businesses

Independent insurance agent / investment related / 16 Brady Circle, Middletown, DE 19704 / fixed insurance sales / started 01/17 / I devote approximately 80 hours per month and approximately 4 hours during securities trading hours to this activity / Sell life, disability, and LTC insurance along with fixed annuities. Little League Manager/Coach - Canal Little League/I devote approximately 30 hours per month and approximately 4 hours during securities trading hours to this activity

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-01-21
• S63 Uniform Securities Agent State Law Examination
  1999-04-30

Designations

• Certified Financial Planner
• Chartered Financial Consultant