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400 West Metro Park, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-07 |
Branch Locations
One Blue Hill Plaza #1509-75, Pearl River, NY 10965 • United States
524 Main Street, New York, NY 10044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Accountable Financial Management | Ny | NY | 12/1989 | Present |
| Sunstreet Securities, Llc | Laveen | AZ | 10/2010 | 10/2021 |
| Lifemark Securities Corp. | Rochester | NY | 10/2021 | Present |
DBA ACCOUNTABLE FINANCIAL MANAGEMENT CORP. USED FOR LIFEMARK BUSINESS AND ALL OTHER ACTIVITIES. ALL EMPLOYMENTS AT SAME ADDRESS: 524 MAIN STREET, NEW YORK, NY 10044. 1. TAX PREPARER / NOT INVESTMENT RELATED / SINCE 1988 / 20 HOURS/MONTH / 10 HOURS/MONTH DURING SECURITIES TRADING HOURS / SEASONAL TAX PREPARATION. 2. INDEPENDENT INSURANCE AGENT / INVESTMENT RELATED / SINCE 1988 / 20 HOURS/MONTH / 10 HOURS/MONTH DURING SECURITIES TRADING HOURS / SALES AND SERVICE OF LIFE, HEALTH, P&C PRODUCTS. 3. MORTGAGE BROKER / NOT INVESTMENT RELATED / SINCE 1988 / OWNER / 20 HOURS/WEEK / 10 HOURS/WEEK DURING SECURITIES TRADING HOURS 4. REAL ESTATE BROKER / NOT INVESTMENT RELATED / SINCE 1988 / OWNER / 20 HOURS/WEEK / 10 HOURS/WEEK DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-10-23 |
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