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400 West Metro Park, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-10-31 |
Branch Locations
Middleburg, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors | Jacksonville | FL | 03/2014 | 01/2017 |
| Foresters Equity Services, Inc. | San Diego | CA | 02/2017 | 10/2018 |
| Lifemark Securities Corp. | Rochester | NY | 10/2018 | Present |
| Independent Insurance Agent | Middleburg | FL | 01/2012 | Present |
| Artic Solar | Jacksonville | FL | 01/2012 | Present |
1. INDEPENDENT INSURANCE AGENT / NOT INVESTMENT RELATED / 2023 CANYON RIM PLACE, MIDDLEBURG, FL 32068 / START 01/2012 / 160 HOURS/MONTH / 120 HOURS/MONTH DURING SECURITIES TRADING HOURS / SALES AND SERVICES OF MEDICARE INSURANCE. 2. ARTIC SOLAR, INC. / NOT INVESTMENT RELATED / 1057 ELLIS ROAD N #17, JACKSONVILLE, FL 32254 / PARTNER, CO-FOUNDER / START 01/2012 / 10 HOURS PER WEEK / CURRENTLY THE BUSINESS IN NOT MAKING MONEY. CURRENTLY WORKING ON PROJECT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-06 |
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