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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)24 years in industry

SARA STOLBERG BERKOWICZ

Advisor at LIFEMARK SECURITIES CORP.

ROCHESTER, NY | SKOKIE, IL

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 30, 2002 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LIFEMARK SECURITIES CORP.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 3, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Apr 3, 2002
First registration: May 30, 2002
Dual registered: yes, broker-dealer
Other names: SARA ANN STOLBERG|SARA ANN KRAKAUER|SARA ANN STOLBERG
IAPD individual key: 2111889

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LIFEMARK SECURITIES CORP.	Bd affiliated wealth	Jul 19, 2012	n/a	yes	ROCHESTER, NY\|SKOKIE, IL	Current employment
SEIDMAN PRIVATE ADVISORS LLC	Former SEC adviser	Oct 2, 2007	Aug 12, 2008	no	CHICAGO, IL\|KIRKLAND, WA	Previous registration
FR&R FINANCIAL SERVICES, L.L.C.	n/a	Jan 21, 2003	Nov 14, 2003	no	DEERFIELD, IL	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	May 30, 2002	Dec 16, 2002	no	ARLINGTON HEIGHTS, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SEIDMAN PRIVATE ADVISORS LLC	LIFEMARK SECURITIES CORP.	Aug 12, 2008	Jul 19, 2012	1,437	Firm change after gap	Other
FR&R FINANCIAL SERVICES, L.L.C.	SEIDMAN PRIVATE ADVISORS LLC	Nov 14, 2003	Oct 2, 2007	1,418	Firm change after gap	Other
CETERA ADVISOR NETWORKS LLC	FR&R FINANCIAL SERVICES, L.L.C.	Dec 16, 2002	Jan 21, 2003	36	Firm change	Other

Relationships

Registered with (4)

→ LIFEMARK SECURITIES CORP.Registered adviserregistration: current employment
Jul 19, 2012 to presentfactForm ADV
→ SEIDMAN PRIVATE ADVISORS LLCRegistered adviserregistration: previous registration
Oct 2, 2007 to Aug 12, 2008factForm ADV
→ FR&R FINANCIAL SERVICES, L.L.C.Registered adviserregistration: previous registration
Jan 21, 2003 to Nov 14, 2003factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
May 30, 2002 to Dec 16, 2002factForm ADV

Dated events

No dated event names this entity yet.