CCO of the RIA / Director of Operations · Lifemark Securities Corp.
Alexandre Jr. Georgiev
CRD 5307830 · Named on Form ADV at one SEC-registered adviser
At a glance
Lifemark Securities Corp., an SEC-registered broker-dealer firm based in Rochester, NY with $425 million in regulatory assets, lists Alexandre Jr. Georgiev on its Form ADV as CCO of the RIA / Director of Operations.
Firms and roles
- Lifemark Securities Corp.CCO of the RIA / Director of OperationsBroker-dealer firm · Rochester, NY · $425M in regulatory assets
AtlasMembers
Alexandre’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2012 (13 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Alexandre’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Vincent Jr MiccicheTreasurer/ Finop/pfo/poo, Lifemark Securities Corp.
- Andrew Joseph KalinowskiVP / Board Member/secretary, Lifemark Securities Corp.
- James Joseph PriscoPresident / Board Member, Lifemark Securities Corp.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alexandre’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.