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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-07-07 |
Branch Locations
2277 Goshen Trpk Bldg B, Middletown, NY 10941 • United States
61 Ramapo Valley Rd Ste B, Mahwah, NJ 07430 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Middletown | NY | 08/2021 | Present |
| Primerica Financial Services | Middletown | NY | 10/2020 | Present |
| Paolo Saggese Dmd Pllc | New York | NY | 11/2014 | 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. Paolo Saggese, D.M.D., PLLC, Not Investment Related, 407 Park Avenue South Apt. 5F New York, NY 10016, Self-Employed Dentist, August 2014 to Present, 160 hours per month (140 hours per month during securities trading hours), legal entity formed solely for Dental practice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-06 |
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