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Category: Lifemark Securities Corp

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Financial Advisor Garrett Moretz subject of SEC Complaint Regarding GWG

Garrett Wayne Moretz (CRD#:4086791) is a registered broker and investment advisor with Lifemark Securities Corp., in Mooresville, NC. Broker’s History He entered the securities industry in 2000 and previously worked with IDS Life Insurance Company; American Express Financial Advisors, Inc.; Synergy Investment Group, LLC; Allegient Securities LLC; Allegient Asset Management LLC; First Heartland Capital, Inc.; […]

U.S. Securities & Exchange Commission Investigates Financial Advisor Geoffrey Walterstorff

Geoffrey Wolterstorff (CRD#: 2711805) is a registered Broker at Lifemark Securities, Inc., in Eau Claire, WI. Broker’s Background He entered the securities industry in 1996 and previously worked for Foresters Equity Service, Inc.; Packerland Brokerage Services, Inc.; Country Capital Management Company; Thrivent Investment Management, Inc.; Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Current […]

Financial Adviser Patrick Durst Has Two Disclosed Customer Complaints

Patrick Durst (CRD#: 6328382) is a registered Broker and Investment Adviser at Lifemark Securities Corp. in Centennial, OH. Broker’s Background He entered the securities industry in 2014 and previously worked for Jackson National Life Distributors, LLC. Current And Past Allegations Of Conduct Leading To Investment Loss According to publicly available records released by the Financial […]