Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-08-05 |
Branch Locations
15905 Brookway Dr Suite 4101-C, Huntersville, NC 28078 • United States
6 Chenell Drive Suite 200-A, Concord, NH 03301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| A & M Unlimited, Inc. | Warner | NH | 01/2007 | Present |
| First Student | Sutton | NH | 04/2007 | Present |
| Primerica Financial Services | Huntersville | NC | 03/2007 | Present |
| Pfs Investments Inc. | Huntersville | NC | 08/2024 | Present |
| Pager, Inc | New York | NY | 03/2023 | 04/2024 |
| Tds, Inc | Madison | WI | 07/2022 | 03/2023 |
| Dartmouth Hitchcock Memorial Hospital | Lebanon | NH | 10/2018 | 06/2022 |
| West Central Behavioral Health | Lebanon | NH | 09/2017 | 09/2018 |
| Labsphere, Inc | Sutton | NH | 12/2014 | 09/2017 |
| Cvs | Hickory | NC | 07/2024 | Present |
| Lawing Matthews & Company | Hickory | NC | 08/2024 | 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. Eagle's Nest Custom Creations, not investment related, owner, 04/2024, Taylorsville NC, 28681, 15 hours committed per month (8 hours during securities trading hours). Ayotte accounting, LLC, not investment related, owner, Taylorsville NC, 28681, 02/2023, 15 hours committed per month (8 hours during securities trading hours)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-23 |
Reach out to this advisor