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Advisor at LIFEMARK SECURITIES CORP.
ROCHESTER, NY | Sinking Springs, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| LIFEMARK SECURITIES CORP. | Bd affiliated wealth | Jun 17, 2016 | n/a | yes | ROCHESTER, NY|Sinking Springs, PA | Current employment |
| COMPREHENSIVE CAPITAL MANAGEMENT, INC. | Independent wealth | Apr 17, 2008 | Sep 15, 2016 | no | READING, PA | Previous registration |
| LIBERTY ASSET MANAGEMENT | Independent wealth | Sep 14, 2007 | Apr 29, 2008 | no | ALLENTOWN, PA | Previous registration |
| ASSET & FINANCIAL PLANNING, LTD | Former SEC adviser | Jul 17, 2002 | Sep 17, 2007 | no | READING, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COMPREHENSIVE CAPITAL MANAGEMENT, INC. | LIFEMARK SECURITIES CORP. | Sep 15, 2016 | Jun 17, 2016 | -90 | Firm change after gap | Other |
| LIBERTY ASSET MANAGEMENT | COMPREHENSIVE CAPITAL MANAGEMENT, INC. | Apr 29, 2008 | Apr 17, 2008 | -12 | Firm change | Other |
| ASSET & FINANCIAL PLANNING, LTD | LIBERTY ASSET MANAGEMENT | Sep 17, 2007 | Sep 14, 2007 | -3 | Firm change | Other |