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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-11-08 |
Branch Locations
898 N Broadway Ste 4A, Massapequa, NY 11758 • United States
Roslyn Heights, NY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Massapequa | NY | 05/2004 | Present |
| Pfs Investments Inc. | Massapequa | NY | 09/2020 | Present |
| Commpath | Wantagh | NY | 03/2014 | 11/2020 |
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. Axxess Networks, Not Investment Related, 135 Overlook Ter Roslyn Heights, NY 11577, Self-Employed Independent Representative, December 2020 to Present, 20 hours per month (8 hours per month during securities trading hours). Find a Top Doc, Inc., Not Investment Related, 135 Overlook Ter Roslyn Heights, NY 11577, Self-Employed Independent Representative, December 2020 to Present, 20 hours per month (8 hours per month during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-17 |
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