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Current Employers
Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-02
NY RA APPROVED 2021-08-03
  • TX RA
    APPROVED_RES
    Since 2026-01-02
  • NY RA
    APPROVED
    Since 2021-08-03

Branch Locations

700 Rockaway Turnpike Suite 301-B, Lawrence, NY 11559 • United States

Valley Stream, NY • 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 Financial Services Lawrence NY 07/2014 Present
Pfs Investments Inc. Lawrence NY 01/2015 Present
  • 07/2014 → Present
    Primerica Financial Services
    Lawrence, NY
  • 01/2015 → Present
    Lawrence, 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. D Williams & Associates, Inc., investment related, Valley Stream, NY 11580, Primerica business purposes, Owner, 4/27/2021 to Present, legal entity formed solely for Primerica business purposes, devotes 160 hours per month, (160 hours during securities trading hours).

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-02-23
  • S63 Uniform Securities Agent State Law Examination
    2015-02-23

View on SEC IAPD

Other Firms

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