Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-07-15 |
Branch Locations
330 Linden Ave Suite 100, Hellertown, PA 18055 • 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 |
|---|---|---|---|---|
| Pfs Investments Inc. | Hellertown | PA | 11/2020 | Present |
| Primerica Financial Services | Hellertown | PA | 05/2009 | Present |
| Ikea | King Of Prussia | PA | 08/2019 | 12/2020 |
| Ikea | Conshohocken | PA | 05/2017 | 08/2019 |
| Ikea | Conshohocken | PA | 05/2014 | 05/2017 |
| River Valley Waldorf School | Upper Black Eddy | PA | 11/2021 | 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. Wingmom Bucks County (1099), Not investment related, Wilmington, DE 19810, Nature of Business: Supporting families with tasks like babysitting/nannying, transportation, house cleaning, party set up/clean up, home organizing, light meal prep, and companionship for elderly folks, Independent Contractor, 80 hours committed per month (80 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-18 |
Reach out to this advisor