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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
34 Center St 2Nd Flr, Fort Plain, NY 13339 • United States
Canajoharie, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-04 |
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