Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Albany | NY | 10/2000 | Present |
| Mhi Holdings Inc | Albany | NY | 03/2004 | Present |
| Pfs Investments Inc | Albany | NY | 03/2009 | Present |
| Catherine Guay Dba The Cash Connection | Albany | NY | 06/1994 | Present |
| Beff'S Restaurant | Albany | NY | 03/2009 | Present |
| Loyal Management, Llc | Albany | NY | 10/2010 | Present |
| Sargent & Blais Personnel | Albany | NY | 10/2005 | Present |
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. Residential rental property, Started 04/2000, Owner, Albany, NY, Not investment related 04/2000 to Present, Notary-State of New York Hope*Writers, Not Investment related, Matthews, North Carolina 28105, Member, 07/2023 to present, 30 hours committed per month, (0 hours during securities trading hours). Illumination: Trust the Wisdom of God Within You, Not investment related, Albany, NY 12203, Author, 30 hours committed per month (4 hours during securities trading hours). Samsara Energy and Wellness Center, Not investment related, Schenectady, NY 12309, Human Design Consultant, 4 hours committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-26 |
Reach out to this advisor