Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2018-12-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | North Branford | CT | 09/2013 | Present |
| Coastal Medical, Inc | Lincoln | RI | 05/2010 | Present |
| Pfs Investments Inc. | North Branford | CT | 09/2015 | 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. Caregivers RI, LLC. Provide Home Care, Companionship, Respite Care for The Elderly and Disabled. I Recently Got Married and My Wife and I Formed This Company. I Am the Medical Director and My Wife Is the Director, Who Will Run the Business. Current Address of The Business Is 18 Morgan Court, [P. 0. Box 246], Lincoln, RI 02865. The Company Has Recently Applied for Approval from The State of RI And Hoping to Start Operation in Full in Spring 2019. I Will Not Be Involved in The Day to Day Operation Of The Business. My Main Duty Is to Provide Support to My Wife and Offer Medical Advise / Opinion As Needed. RiConn Cleaners, LLC .... An Offshoot of Caregivers Ct, LLC (Owned Solely by My Wife) To Clean The Office Premises In Connecticut. It Is a Company Formed by My Wife and I For the Purpose Of Cleaning Our Offices. We Have a Manager Who Runs the Business Completely.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-02 |
Reach out to this advisor