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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

34 Center St 2Nd Flr, Fort Plain, NY 13339 • United States

Canajoharie, NY • 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 Fort Plain NY 06/1995 Present
Pfs Investments Inc. Fort Plain NY 10/1996 Present
Houghtaling & Hanley Funeral Home Inc. (Fka Houghtaling & Smith) Canajoharie NY 01/2014 Present
  • 06/1995 → Present
    Primerica Financial Services
    Fort Plain, NY
  • 10/1996 → Present
    Fort Plain, NY
  • 01/2014 → Present
    Houghtaling & Hanley Funeral Home Inc. (Fka Houghtaling & Smith)
    Canajoharie, 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. Hanley Funeral Group, Inc., Canajoharie, NY 13317, Co-Owner/President/Secretary, 04/01/2020 to Present, 1 hour per month (0 hours per month during securities trading hours). 281 Properties, LLC., Investment related, Canajoharie, NY 13317, Co-Owner/President, 07/2024 to Present, 0-1 hours committed per month (0 hours during securities trading hours). 715 Properties, LLC., Investment related, Canajoharie, NY 11317, Co-Owner (Entity for rental property), 06/01/2024 to Present, 0-1 hours committed per month (0-1 hours during securities trading hours), Entity created for liability purposes to hold one of two residential rental properties. Houghtaling & Hanley Funeral Home, Inc., (formerly known as Houghtaling and Smith Funeral Home; DBA Grey Houghtaling and Smith; DBA Fort Plain Funeral Home), Not investment related, Canajoharie, NY 11317, Co-Owner/Vice President/Secretary, 01/01/2014 to Present, 5 hours committed per month (0 hours during securities trading hours), Funeral home. Amsterdam Cremation & Funeral LLC., Not investment related, Amsterdam, NY 12010, Nature of Business: Cremation and funeral services, Position/Title: Vice President/Ownership, 2 hours committed per month (1 hour during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-04-14
S63 Uniform Securities Agent State Law Examination 1997-03-04
  • S65 Uniform Investment Adviser Law Examination
    2011-04-14
  • S63 Uniform Securities Agent State Law Examination
    1997-03-04
Other Names
  • Nerissa D Boodoo
  • Nerissa Devi Boodoo
  • Nerissa Hanely

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