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LIFEMARK SECURITIES CORP.

ROCHESTER, NY · CRD 16204 · IAPD ↗ · lifemark.com · 585-424-5672

$424.9MRegulatory AUM
78Advisory reps
78Employees
380Clients
26-50Planning clients
0Private funds
46States
21Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — LIFEMARK SECURITIES CORP. shrank from 88 to 78 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2026 — LIFEMARK SECURITIES CORP. added office(s): 66 -> 74 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2025 — LIFEMARK SECURITIES CORP.'s Item 11 disclosure-reporting entries rose by 2 (19 -> 21).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
73
April 2025 — LIFEMARK SECURITIES CORP. reported RAUM up 88% ($246.1M -> $461.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
October 2024 — LIFEMARK SECURITIES CORP.'s Item 11 disclosure-reporting entries rose by 7 (12 -> 19).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
50
April 2024 — LIFEMARK SECURITIES CORP.'s Item 11 disclosure-reporting entries rose by 9 (3 -> 12).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
80
April 2024 — LIFEMARK SECURITIES CORP. grew from 70 to 86 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.