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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-11-12
  • NY RA
    APPROVED
    Since 2021-11-12

Branch Locations

559 S Main St Ste 7, Canandaigua, NY 14424 • 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
Pfs Investments Inc. Canandaigua NY 05/2019 Present
Primerica Financial Services Canandaigua NY 09/2018 Present
Hms Host Clifton Springs NY 05/2017 09/2021
Carrols Newark NY 05/2015 05/2017
Rochester Institute Of Technology Rochester NY 08/2016 05/2017
Newark High School Newark NY 09/2012 09/2016
Barkman Honey Victor NY 12/2021 Present
  • 05/2019 → Present
    Canandaigua, NY
  • 09/2018 → Present
    Primerica Financial Services
    Canandaigua, NY
  • 05/2017 → 09/2021
    Hms Host
    Clifton Springs, NY
  • 05/2015 → 05/2017
    Carrols
    Newark, NY
  • 08/2016 → 05/2017
    Rochester Institute Of Technology
    Rochester, NY
  • 09/2012 → 09/2016
    Newark High School
    Newark, NY
  • 12/2021 → Present
    Barkman Honey
    Victor, 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-03
S63 Uniform Securities Agent State Law Examination 2019-09-13
  • S65 Uniform Investment Adviser Law Examination
    2021-11-03
  • S63 Uniform Securities Agent State Law Examination
    2019-09-13
Other Names
  • Jacob Carrier

View on SEC IAPD

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