CT
Camille E. Toschi
LIFEMARK SECURITIES
Carefree, AZ 85377
Some features on this profile are disabled
CRD#: 6655526
CT
Professional summary
Camille Elizabeth Toschi, who also goes by Camille Elizabeth Johnson, Camille Johnson, is a registered financial advisor currently at LIFEMARK SECURITIES CORP. located in Carefree, Arizona.
Camille is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Camille has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Camille Elizabeth Johnson | Camille Johnson
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.
Using DBA of Carefree Financial Group PLLC for securities business. Independent insurance agent, investment related, 37555 N. Hum Rd, Suite 103, Carefree, AZ 85377,sales and service of life, health and fixed annuities, began 11/2021 use dba of Carefree Financial Group, PLLC, 160 hrs month and 120 hrs month during trading, assist Levi Johnson with his activities in Carefree Financial Group, PLLC
CRS (Client Relationship Summary) - RIA
Click below to view Camille Elizabeth Toschi's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Camille Elizabeth Toschi's 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®
NoneExperience
Current
December 8, 2021 - Present
LIFEMARK SECURITIES CORP.
Office #1: 37555 N Hum Rd, Ste 103, Carefree, AZ 85377RIA
BD
CRD#: 16204
Carefree, AZ
Current
December 8, 2021 - Present
LIFEMARK SECURITIES CORP.
Office #1: 37555 N Hum Rd, Ste 103, Carefree, AZ 85377RIA
BD
CRD#: 16204
Carefree, AZ
Past
March 8, 2021 - June 11, 2021
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
Scottsdale, AZ
Past
January 11, 2021 - June 11, 2021
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
Scottsdale, AZ
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
Arizona(12/9/2021)
IAR
Arizona(12/9/2021)
RR
Colorado(12/8/2021)
RR
Iowa(12/8/2021)
RR
Pennsylvania(7/12/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/11/2021
General Securities Representative ExaminationGeneral 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)
FINRA licenses (51 States and Territories)
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 | 2,021 |
| AUM (Assets Under Management) | $ 461,475,636 |
Disclosures
| Regulatory Event | 2 |
| Arbitration | 3 |
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.
