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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-07-30 |
Branch Locations
146 New Britain Ave 2Nd Flr, Plainville, CT 06062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Plainville | CT | 01/2012 | Present |
| Nickerbocker Cafe | Westerly | RI | 01/2012 | 05/2017 |
| Primerica Financial Services | Plainville | CT | 08/2006 | Present |
| Caputo Trattoria | Maschantucket | CT | 06/2019 | 02/2020 |
| Summer Shack | Uncasville | CT | 07/2020 | Present |
| Pleasant View Inn | Westerly | RI | 05/2012 | 11/2019 |
| Craveable Hospitality | Ledyard | CT | 01/2018 | 02/2020 |
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. 07/2020-present, 20 Chestnut, LLC, Partner, 20 Chestnut St, Willimantic, CT, 60226, Spends 1 hour per month on outside business (spends 0 hours during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-30 |
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