Brendan Jay Schafer

Current Employers

Lifemark Securities Corp.

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

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2023-11-15

IN RA
APPROVED

Since 2023-11-15

Branch Locations

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

2005 Valparaiso Street Suite 211, Valparaiso, IN 46383 • 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
Lifemark Securities	Rochester	NY	08/2023	Present
Rsm Us Llp	Chicago	IL	07/2021	05/2023
Dlc, Llc	Chicago	IL	11/2020	06/2021
Us Foods, Inc.	Rosemont	IL	03/2018	10/2020
Mars, Inc.	Chicago	IL	06/2017	02/2018
Kraft Heinz Company	Glenview	IL	06/2014	05/2017
Certified Public Accountant	Valparaiso	IN	08/2023	Present
A.M. Accounting & Taxes	Chicago	IL	09/2023	09/2024
Independent Insurance Agent	Valparaiso	IN	10/2023	Present

08/2023 → Present

Lifemark Securities

Rochester, NY
07/2021 → 05/2023

Rsm Us Llp

Chicago, IL
11/2020 → 06/2021

Dlc, Llc

Chicago, IL
03/2018 → 10/2020

Us Foods, Inc.

Rosemont, IL
06/2017 → 02/2018

Mars, Inc.

Chicago, IL
06/2014 → 05/2017

Kraft Heinz Company

Glenview, IL
08/2023 → Present

Certified Public Accountant

Valparaiso, IN
09/2023 → 09/2024

A.M. Accounting & Taxes

Chicago, IL
10/2023 → Present

Independent Insurance Agent

Valparaiso, IN

Other Businesses

1) Certified Public Accountant / Not Investment Related / 2005 Valparaiso Street, Suite 211, Valparaiso, IN 46383 / Owner / Start 08/2023 / 5 hours/month / 5 hours/month during securities trading hours / Presently conducting professional continuing education. Will be building practice of completing tax returns and providing bookkeeping for small businesses. 2) Independent Insurance Agent / Investment Related / 205 Valparaiso Street, Suite 211, Valparaiso, IN 46383 / Sales and service of life insurance and fixed annuity products. / Start 10/2023 / 20 hours/month / 20 hours/month during trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-11-13

S66 Uniform Combined State Law Examination

2023-11-13