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Current Employers
Lifemark Securities Corp.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-11-06
TX RA APPROVED 2018-10-28
  • FL RA
    APPROVED
    Since 2018-11-06
  • TX RA
    APPROVED
    Since 2018-10-28

Branch Locations

Hernando, FL • United States

One Blue Hill Plaza #1509-75, Pearl River, NY 10965 • 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
OrganizationCityStateFromTo
Foresters Equity Services, Inc Wenham MA 07/2013 10/2018
Lifemark Securities Corp. Rochester NY 10/2018 Present
Independent Insurance Agent Hernando FL 08/2002 Present
  • 07/2013 → 10/2018
    Foresters Equity Services, Inc
    Wenham, MA
  • 10/2018 → Present
    Rochester, NY
  • 08/2002 → Present
    Independent Insurance Agent
    Hernando, FL
Previous Registrations
  • 2013-07-03 → 2018-10-29
    Foresters Equity Services, Inc.
    North Fort Myers, FL
    Hernando, FL
    Wenhan, MA
    Peabody, MA
    Ocala, FL
  • 2009-05-08 → 2013-06-25
    Greensburg, PA
  • 2006-01-12 → 2009-03-13
    Osaic Fs, Inc.
    Danvers, MA
    Waltham, MA
    Danvers, MA
  • 2005-01-12 → 2006-01-05
    Investors Capital Corp.
    Danvers, MA
  • 2002-06-19 → 2004-12-31
    Eastern Point Advisors Inc.
    Danvers, MA
Other Businesses

1. Robert Kosty/ Independent Insurance Agent/Investment related/1275 W. Skyview Crossing Dr.Hernando, FL 34442/ Insurance product sales/8 hours per month/Analysis, sales and ongoing review. 2.KAIROS Prison Ministry International INC./Not investment related/100 Debary Plantation Boulevard DeBary, FL 32713/Brings the word of Jesus Christ to men who are incarcerated./7/2024/Donor Coordinator/Financial Secretary Member of KAIROS Sumter Correctional Institution Advisory Council Chapter. Work with the Treasurer to ensure that all donations received are properly deposited. Send IRS acknowledgement Letters to donors. Prepare Annual Budget for Chapter Approval and submission to the State Kairos Financial Secretary.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-06-11
S63 Uniform Securities Agent State Law Examination 2000-09-27
  • S65 Uniform Investment Adviser Law Examination
    2002-06-11
  • S63 Uniform Securities Agent State Law Examination
    2000-09-27

View on SEC IAPD

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