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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

469 7Th Ave 12Th Flr Ste 1256-B, New York, NY 10018 • 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 Finaicial Services Englewood Cliffs NJ 12/2002 Present
Pfs Investments Inc New York NY 01/2009 Present
Elmhurst Dairy Queens NY 02/2016 10/2016
Kinray Queens NY 10/2016 11/2017
Centerlight Queens NY 11/2017 03/2019
Trinet New York NY 03/2020 Present
  • 12/2002 → Present
    Primerica Finaicial Services
    Englewood Cliffs, NJ
  • 01/2009 → Present
    New York, NY
  • 02/2016 → 10/2016
    Elmhurst Dairy
    Queens, NY
  • 10/2016 → 11/2017
    Kinray
    Queens, NY
  • 11/2017 → 03/2019
    Centerlight
    Queens, NY
  • 03/2020 → Present
    Trinet
    New York, 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 2011-01-07
  • S63 Uniform Securities Agent State Law Examination
    2011-01-07

View on SEC IAPD

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