Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-12 |
Branch Locations
1818 S Australian Ave Suite 200, West Palm Beach, FL 33409 • United States
1100 East Hector Street Suite 334-C, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | Florham Park | NJ | 08/2011 | 05/2019 |
| Morgan Stanley | Boca Raton | FL | 06/2019 | 09/2025 |
| Primerica Financial Services | West Palm Beach | FL | 10/2025 | Present |
| Pfs Investments Inc. | West Palm Beach | FL | 01/2026 | Present |
| Unemployed | Boca Raton | FL | 10/2025 | 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. Isles Of Boca (Rental Property) (1099), Not investment related, Boca Raton, FL 33433, Owner/Landlord, 06/2023 to Present, 1 hours a month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-14 |
Reach out to this advisor