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400 West Metro Park, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-11-06 |
| TX | RA | APPROVED | 2018-10-28 |
Branch Locations
One Blue Hill Plaza #1509-75, Pearl River, NY 10965 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-27 |
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