BNET Industries
Last Fiscal Year Sales:$12.6M
- Private
- US
Dow Jones Description
LifeMark Securities Corp. is a specialty broker/dealer that is aware of the changing needs of independent financial service professionals. We are committed to providing our producers with a premier array of products and personalized services that respond to their needs. Our de-centralized architecture allows for an unusually high ratio of support personnel to sales force. Recognizing the unique nature of the independent producer, its founders formed this broker/dealer in 1983 as Procorp Securities Inc., a full service NASD member firm chartered in the state of New York. During the decade that followed, Procorp expanded its product array to what is presently among the most extensive in the industry. At the same time, it endeavored to create a supervisory system that challenges the old idea that the compliance department should really be called "the sales prevention department." In June of 1994, Procorp changed its name to LifeMark Securities Corp. LifeMark is now a National Broker Dealer servicing independent financial service professionals in major population centers throughout the United States. Consistent with its founders' philosophy, LifeMark maintains that the character and personal integrity of every member of the firm is its key to success, and that a discriminating approach to recruiting and expansion is essential. You will find that LifeMark does not aspire to being the largest broker/dealer, but rather the most qualified to serve its distribution network. ...
CEO, Marketing
Mark PriestNumber of Employees 15
Peer Companies
NAICS Code Securities Brokerage: 523120
Decision Makers
| Name (plus bio) | Position |
|---|---|
| Mark Priest | CEO, Marketing |
| James J. Prisco | President and Chief Operations Officer |
| Bruce Moar | Director of Business Development and Chief Compliance Officer for the Ria Division |
| Vincent Micciche | Cco, Cfo |
| Andrew J Kalinowski | Vice President |
| Lori Alberts | Assistant Director of Compliance, Office Manager |
| Cheri Davis | Project Manager |
| Ellen Robinson | Manager of Registration & Licensing, Registered Principal |
| Ray Sickels | Manager of Accounting and Human Resources |
| Tammy Mason | Business Manager |
| Alex Gueorguiev | Operations Associate |
| Chris Priest | |
| Lisa R Thacker | |
| Marcia Hilliard | |
| Meg Fernandes | Operation Assistant |
Board of Directors
| Name (plus bio) | Position |
|---|---|
| Richard Hilliard | Administration, Conference Chairman |
Mark joined LifeMark Securities Corp. in 2004 after spending 28 years with John Hancock Financial Network as the Managing Director and Registered Principal of the Rochester , NY office. Mark is a past President of the Rochester General Agents and Managers Association and past President and current National Committee Person of the Rochester Association of Insurance and Financial Advisors. He has also held many positions in the National General Agents and Managers Association.
| Organization | Position | Status |
|---|---|---|
| Lifemark Securities Corp. | CEO, Marketing | Current |
| John Hancock Financial Network | Current | |
| Lifemark Securities Corp. | National Director, Marketing | Former |
| Organization | Position | Status |
|---|---|---|
| Lifemark Securities Corp. | President and Chief Operations Officer | Current |
| Lifemark | Director of Compliance | Former |
| Lifemark Securities Corp. | Director of Compliance | Former |
| Lifemark Securities Corp. | General Counsel | Former |
| FINRA | supervisor | Former |
| Lifemark | General Counsel | Former |
| The State University of New York | Undergraduate Degree | Former |
| Organization | Position | Status |
|---|---|---|
| Lifemark Securities Corp. | Director of Business Development and Chief Compliance Officer for the Ria Division | Current |
| University of California | Former | |
| Global Capital Corp. | Principal | Former |
| University of Colorado | Masters Degree | Former |
| Organization | Position | Status |
|---|---|---|
| Lifemark Securities Corp. | Cco, Cfo | Current |
| Lifemark Securities Corp. | CEO & CFO | Former |
| Dealers | Founder | Former |
| Rias | Founder | Former |
| Organization | Position | Status |
|---|---|---|
| Naifa - Nys | President | Current |
| Lifemark Securities Corp. | Vice President | Current |
| Upstate Insurance | Founder | Current |
| Lifemark Securities Corp. | Co-Founder | Current |
| Upstate Insurance | Registered Principal | Current |
| Lifemark Partners | Co-Founder | Former |
| Organization | Position | Status |
|---|---|---|
| Lifemark Securities Corp. | Assistant Director of Compliance, Office Manager | Current |
| St. John Fisher College | BS Degree In Management and Accounting | Former |
| Organization | Position | Status |
|---|---|---|
| Lifemark Securities Corp. | Project Manager | Current |
| Rochester Institute of Technology | Bs In Finance | Former |
Array
| Organization | Position | Status |
|---|---|---|
| Lifemark Securities Corp. | Manager of Registration & Licensing, Registered Principal | Current |
| State University of New York at Buffalo | BA graduate | Former |
| Organization | Position | Status |
|---|---|---|
| Lifemark Securities Corp. | Manager of Accounting and Human Resources | Current |
| Niagara University | Degree In Accounting | Former |
Tammy has been a Registered Representative with LifeMark Securities Corp since June 1, 2005. Tammy has been and employee of LifeMark Securities Corp. since November 2006. She comes to us from a position at the Polisseni Agency of Regional Sales Director. Prior to that she was an Investment Representative for Fleet Bank/Quick &Reilly.
| Organization | Position | Status |
|---|---|---|
| Lifemark Securities Corp. | Business Manager | Current |
Alex is a graduate of S.U.N.Y. at Oswego where he was awarded a B.S. in Finance. He comes to LifeMark Securities from Staten Island , NY .
| Organization | Position | Status |
|---|---|---|
| The State University of New York | Former |
| Organization | Position | Status |
|---|---|---|
| Lifemark Securities Corp. | Current | |
| Paychex, Inc. | National Sales Representative | Former |
| Organization | Position | Status |
|---|---|---|
| Lifemark Securities Corp. | Current |
| Organization | Position | Status |
|---|---|---|
| Lifemark Securities Corp. | Current |
| Organization | Position | Status |
|---|---|---|
| Lifemark Securities Corp. | Operation Assistant | Current |
| Organization | Position | Status |
|---|---|---|
| Lifemark Securities Corp. | Administration, Conference Chairman | Current |
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