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SB

Samantha B. Beverley

LIFEMARK SECURITIES
PLEASANT VALLEY, NY 12569
Some features on this profile are disabled
CRD#: 5853414
SB

Professional summary

Samantha Brandon Beverley, who also goes by Samantha Beverley, Samantha L Endlich, Samantha Endlich Szilagyi, is a registered financial advisor currently at LIFEMARK SECURITIES CORP. located in Pleasant Valley, New York.

Samantha is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Samantha has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Samantha Beverley | Samantha L Endlich | Samantha Endlich Szilagyi

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samantha Brandon Beverley's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Samantha Brandon Beverley'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

July 2, 2024 - Present

LIFEMARK SECURITIES CORP.

Office #1: 45 North Ave., Pleasant Valley, NY 12569
RIA
BD
CRD#: 16204
PLEASANT VALLEY, NY
Current

July 2, 2024 - Present

LIFEMARK SECURITIES CORP.

Office #1: 400 West Metro Park, Rochester, NY 14623
RIA
BD
CRD#: 16204
Rochester, NY
Past

January 30, 2023 - July 17, 2024

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
Pleasant Valley, NY
Past

January 30, 2023 - July 17, 2024

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Pleasant Valley, NY
Past

September 18, 2017 - December 31, 2022

EQUITY SERVICES, INC.

RIA
CRD#: 265
WHITE PLAINS, NY
Past

September 14, 2017 - December 31, 2022

EQUITY SERVICES, INC.

BD
CRD#: 265
WHITE PLAINS, NY
Past

January 22, 2016 - August 18, 2017

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
TARRYTOWN, NY
Past

August 30, 2012 - October 19, 2015

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
DANBURY, CT
Past

June 4, 2012 - October 19, 2015

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
DANBURY, CT

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
(3/13/2025)
RR
Colorado
(12/4/2025)
RR
Connecticut
(7/2/2024)
RR
Florida
(7/2/2024)
RR
Georgia
(12/4/2025)
RR
Massachusetts
(12/3/2024)
RR
New Hampshire
(7/2/2024)
RR
New Jersey
(7/2/2024)
RR
New York
(7/2/2024)
IAR
New York
(7/2/2024)
RR
North Carolina
(8/22/2024)
RR
Rhode Island
(7/2/2024)
RR
South Carolina
(7/2/2024)
RR
Tennessee
(12/4/2025)
RR
Texas
(12/4/2025)
RR
Vermont
(12/4/2025)
RR
Washington
(12/4/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/21/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/1/2012
General Securities Representative Examination
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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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#: 16204Pleasant Valley, NY 12569

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