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Current Employers
Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2017-10-10
  • NJ RA
    APPROVED
    Since 2017-10-10

Branch Locations

66 Route 17 North 1St Flr, Paramus, NJ 07652 • United States

River Edge, NJ • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Pfs Investments Inc. Paramus NJ 11/1987 Present
Primerica Financial Services Paramus NJ 11/1987 Present
  • 11/1987 → Present
    Paramus, NJ
  • 11/1987 → Present
    Primerica Financial Services
    Paramus, NJ
Other Businesses

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. Budget Counselor, River Edge ,NJ Inactive business, Owner 08/2003 to present Paramus Office Management, LLC, Investment Related, 66 Route 17 North, 1st Flr, Paramus, NJ 07652, Primerica Business Purposes, Co-Owner, 09/2012 to Present, 200-240 hours per month (0-140 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-11
S63 Uniform Securities Agent State Law Examination 1988-03-10
  • S65 Uniform Investment Adviser Law Examination
    2017-08-11
  • S63 Uniform Securities Agent State Law Examination
    1988-03-10

View on SEC IAPD

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