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John Edward Helldorfer

Pfs Investments Inc.

Holbrook, NY

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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-01-03
  • NY RA
    APPROVED
    Since 2022-01-03

Branch Locations

4250 Veterans Hwy Suite Ll9, Holbrook, NY 11741 • 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
Pfs Investments Inc. Holbrook NY 12/2020 Present
Primerica Financial Services Holbrook NY 12/2001 Present
John E Helldorfer, Cpa Nesconset NY 01/1999 Present
Ca Technologies Inc Islandia NY 01/2005 12/2018
  • 12/2020 → Present
    Holbrook, NY
  • 12/2001 → Present
    Primerica Financial Services
    Holbrook, NY
  • 01/1999 → Present
    John E Helldorfer, Cpa
    Nesconset, NY
  • 01/2005 → 12/2018
    Ca Technologies Inc
    Islandia, 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. John E Helldorfer, CPA, Not Investment Related, Nesconset, NY 11767, Proprietor, January 1999 to Present, 160 hours per month (140 hours per month during securities trading hours), CPA and Accountant, all aspects of managing a business, such as advertising, invoicing, paying bills, customer relations, accounting and tax services.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-19
S63 Uniform Securities Agent State Law Examination 2021-03-22
  • S65 Uniform Investment Adviser Law Examination
    2021-11-19
  • S63 Uniform Securities Agent State Law Examination
    2021-03-22
Other Names
  • John Helldorfer
  • John E Helldorfer

View on SEC IAPD

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