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RV

Richard H. Von Hurst

LIFEMARK SECURITIES
San Francisco, CA
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CRD#: 1165149
RV

Professional summary


Richard Hughes Von Hurst, who also goes by Ric Von Hurst, Richard H Von Hurst, Richard Hughes Von Hurst, is a registered financial advisor currently at LIFEMARK SECURITIES CORP. located in San Francisco, California.

Richard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Richard has worked at 13 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Ric Von Hurst | Richard H Von Hurst | Richard Hughes Von Hurst

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Independent insurance agent, investment related, CRPC, 99 Merced Ave, SAN FRANCISCO, CA 94127, sales and service of insurance, including life, LTC and annuities 40 HOURS PER WEEK; START DATE: 1/2016

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Richard Hughes Von Hurst's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD


Click below to view Richard Hughes Von Hurst's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

December 6, 2018 - Present

LIFEMARK SECURITIES CORP.

RIA
BD
CRD#: 16204
San Francisco, CA
Current

December 6, 2018 - Present

LIFEMARK SECURITIES CORP.

RIA
BD
CRD#: 16204
San Francisco, CA
Past

February 2, 2017 - November 7, 2018

FORESTERS EQUITY SERVICES, INC.

RIA
CRD#: 18464
SAN FRANCISCO, CA
Past

February 1, 2017 - November 7, 2018

FORESTERS EQUITY SERVICES, INC.

BD
CRD#: 18464
SAN DIEGO, CA
Past

August 19, 2014 - January 4, 2016

SIGNATOR INVESTORS, INC.

RIA
CRD#: 468
WALNUT CREEK, CA
Past

August 13, 2014 - January 4, 2016

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
WALNUT CREEK, CA
Past

November 8, 2010 - September 4, 2013

WBB SECURITIES, LLC

RIA
CRD#: 118440
SAN RAFAEL, CA
Past

November 8, 2010 - September 4, 2013

WBB SECURITIES, LLC

BD
CRD#: 118440
CRANFORD, NJ
Past

November 5, 2010 - March 4, 2014

VICTUS CAPITAL WEALTH

RIA
CRD#: 154899
LOS ANGELES, CA
Past

February 3, 2009 - November 9, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
BEVERLY HILLS, CA
Past

February 3, 2009 - November 9, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BEVERLY HILLS, CA
Past

March 25, 2004 - February 20, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
PALM SPRINGS, CA
Past

March 25, 2004 - February 20, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

September 9, 2003 - October 27, 2004

THE HOUSEHOLDER GROUP, ESTATE & RETIREMENT SPECIALISTS

RIA
CRD#: 107773
DANVILLE, CA
Past

June 10, 2003 - January 6, 2004

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

January 14, 2002 - November 19, 2002

FISERV INVESTOR SERVICES, INC.

BD
CRD#: 34637
HOUSTON, TX
Past

November 17, 1987 - June 5, 1998

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

July 7, 1986 - August 6, 1987

MAI SECURITIES CORPORATION

BD
CRD#: 13200
Past

July 1, 1986 - July 3, 1986

VALUE EQUITIES CORPORATION

BD
CRD#: 13316
Past

February 24, 1986 - August 6, 1987

MAI SECURITIES CORPORATION

BD
CRD#: 13200
Past

October 18, 1983 - March 28, 1984

MONTGOMERY SECURITIES

BD
CRD#: 4357

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LS
LIFEMARK SECURITIES CORP.
LIFEMARK SECURITIES | PROCORP SECURITIES INCORPORATED | LIFEMARK SECURITIES CORP.

CRD#: 16204 / SEC#: 801-68438, 8-33478

RIA
Registered Investment Advisory firm - SEC (10/17/2007 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(12/6/2018)
IAR
California
(12/6/2018)
RR
Nevada
(1/4/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 4/12/2002
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


LS
LIFEMARK SECURITIES CORP.
LIFEMARK SECURITIES | PROCORP SECURITIES INCORPORATED | LIFEMARK SECURITIES CORP.

CRD#: 16204 / SEC#: 801-68438, 8-33478

RIA
Registered Investment Advisory firm - SEC (10/17/2007 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
400 West Metro Park, Rochester, NY 14623
Mailing Address
400 West Metro Park, Rochester, NY 14623
Phone number
(585) 424-5672
Established
New York since 04/04/1983
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees
88

SEC notice filing (46 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

FIRM BROCHURE 2A (3/28/2025)

Direct owners and executive officers


NamePositionCRD#
KALINOWSKI, ANDREW JOSEPHVP / BOARD MEMBER/SECRETARY263409
MICCICHE, VINCENT JRTREASURER/ FINOP/PFO/POO702149
PRISCO, JAMES JOSEPHCHIEF EXECUTIVE OFFICER/ CHIEF COMPLIANCE OFFICER2653402
PRISCO, JAMES JOSEPHPRESIDENT / BOARD MEMBER2653402
GEORGIEV, ALEXANDRE JR.CCO OF THE RIA / DIRECTOR OF OPERATIONS5307830

Regulatory assets under management


Total Number of Accounts2,021
AUM (Assets Under Management)$ 461,475,636

Disclosures


Regulatory Event2
Arbitration3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LIFEMARK SECURITIES CORP.

CRD#: 16204San Francisco, CA

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