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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
Branch Locations
475 East Main St Ste 215, E Patchogue, NY 11772 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | E Patchogue | NY | 09/2014 | Present |
| Primerica Financial Services | E Patchogue | NY | 10/2013 | Present |
| Lanco | Hauppauge | NY | 06/2013 | 07/2021 |
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. Personal Income Tax Service, Barone Tax Service, 115 Oak Ave, Shirley NY 11967, Owner, Jan 1988, 160HRS/Month Jan-Apr, 2HRS/Month May - Dec, Prepare personal income tax returns. Author, 2012 - Present
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-11-24 |
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