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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-03
  • NY RA
    APPROVED
    Since 2021-08-03

Branch Locations

Williamsville, NY • United States

331 Alberta Dr Ste 212 B, Amherst, NY 14226 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Financial Services Amherst NY 07/2000 Present
Pfs Investments Inc Amherst NY 11/2000 Present
St. Joseph'S Collegiate Institute Buffalo NY 11/2017 Present
  • 07/2000 → Present
    Primerica Financial Services
    Amherst, NY
  • 11/2000 → Present
    Amherst, NY
  • 11/2017 → Present
    St. Joseph'S Collegiate Institute
    Buffalo, NY
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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-03-21
  • S63 Uniform Securities Agent State Law Examination
    2001-03-21

View on SEC IAPD

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