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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-11-29 |
Branch Locations
258 Ushers Rd Ste 202, Clifton Park, NY 12065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Clifton Park | NY | 10/2019 | Present |
| Primerica Financial Services | Clifton Park | NY | 04/2019 | Present |
| Ywca Northeastern Ny | Schenectady | NY | 06/2009 | 04/2021 |
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. Self-Employed IRS Tax Professional, Not investment related, Gloversville, NY 12078, Self-Employed Tax Preparer, 04/2018 to Present, 0 hours committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-14 |
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