Jeffrey Seth Morrison

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Contact Information

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Disclosures on record.

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.

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Years of Experience

27 years registered in the securities industry

Current & Past Employments

Current

LIFEMARK SECURITIES CORP.Current·CRD# 16204

RIA

BD

Livingston, NJ

September 11, 2009 - Present

LIFEMARK SECURITIES CORP.Current·CRD# 16204

RIA

BD

Livingston, NJ

February 18, 2005 - Present

Past

HORNOR, TOWNSEND & KENT, LLCPast·CRD# 4031

BD

Conshohocken, PA

December 11, 2001 - February 17, 2005

1717 CAPITAL MANAGEMENT COMPANYPast·CRD# 4082

BD

Newark, DE

September 28, 2000 - December 21, 2001

EQUITABLE ADVISORS, LLCPast·CRD# 6627

BD

New York, NY

April 13, 1999 - October 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATESPast·CRD# 4039

BD

New York, NY

April 13, 1999 - January 5, 2000

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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)

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

78

SEC notice filing (46 States and Territories)

Registered to provide investment advisory services in 46 US states and territories.

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 46 US states and territories.

Documents

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

Part 2 Brochures

FIRM BROCHURE 2A (3/9/2026)

Direct owners and executive officers

Name	Position	CRD#
KALINOWSKI, ANDREW JOSEPH	VP / BOARD MEMBER/SECRETARY	263409
MICCICHE, VINCENT JR	TREASURER/ FINOP/PFO/POO	702149
PRISCO, JAMES JOSEPH	CHIEF EXECUTIVE OFFICER/ CHIEF COMPLIANCE OFFICER	2653402
PRISCO, JAMES JOSEPH	PRESIDENT / BOARD MEMBER	2653402
GEORGIEV, ALEXANDRE JR.	CCO OF THE RIA / DIRECTOR OF OPERATIONS	5307830

Regulatory Assets Under Management

Total Number of Accounts

1,053

AUM (Assets Under Management)

$424,939,705

Disclosures

Regulatory Event

2

Arbitration

3

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

ALL EMPLOYMENTS AT 10 CHADWICK RD, LIVINGSTON, NJ 07039 ATTORNEY, NOT INVESTMENT RELATED, BEGAN SEPTEMBER 1973, OCCASIONAL LEGAL WORK, 10 HRS/MO & 10 HRS/MO DURING TRADING HRS, PREPARE LEGAL DOCUMENTS/ CLASSIC BENEFIT PLANNERS,LTD, INVESTMENT RELATED,SALES & SERVICE OF LIFE, HEALTH, DISABILITY,LTC & ANNUITIES, PRESIDENT,BEGAN FEBRUARY 2005, 100 HRS/MO & DURING HRS 50 HRS/MO DURING TRADING HRS, SALES & SERVICE AND RUN COMPANY 321 Grover Ave N Massapequa Park, NY 11672./ INDEPENDENT INSURANCE AGENT,INVESTMENT RELATED,SALES & SERVICE OF LIFE, HEALTH, DISABILITY, LTC AND ANNUITIES, PRESIDENT,BEGAN FEBRUARY 2005, INSURANCE AGENT, 100 HRS/MO & DURING HRS 50 HRS/MO DURING TRADING HRS, SALES & SERVICE

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(4/6/2022)

RR

Florida
(1/6/2025)

RR

Georgia
(9/14/2017)

RR

Maryland
(1/4/2022)

RR

New Jersey
(2/18/2005)

IAR

New Jersey
(9/11/2009)

RR

New York
(2/18/2005)

RR

Pennsylvania
(8/11/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.