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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

8 John Walsh Blvd Ste 200B, Peekskill, NY 10566 • United States

Croton On Hudson, NY • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Financial Services Peekskill NY 07/2003 Present
Pfs Investments Inc Peekskill NY 03/2004 Present
  • 07/2003 → Present
    Primerica Financial Services
    Peekskill, NY
  • 03/2004 → Present
    Peekskill, 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. BPK & SC Associates, LLC, Investment Related, 166 Maple St. Croton On Hudson, NY 10520, Primerica Business Purposes, Member, April 2021 to Present, 250 hours per month (140 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes. Evergreen Renaissance, LLC, Investment Related, Peekskill, NY 10566, Primerica Business Purposes, Officer/President, 01/2026 To Present, Less than 2 Hours Per Month (0 Hours Per Month During Securities Trading Hours), Legal Entity Formed Solely For Primerica Business Purposes.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-06-22
  • S63 Uniform Securities Agent State Law Examination
    2004-06-22

View on SEC IAPD

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