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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-17 |
Branch Locations
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. | Massapequa | NY | 01/2025 | Present |
| Primerica Financial Services | Massapequa | NY | 05/2024 | Present |
| Novissimo Business Consulting | Miller Place | NY | 02/2024 | Present |
| Frank Recruitment Group | New York | NY | 01/2021 | 11/2023 |
| The Bachrach Group | New York | NY | 07/2020 | 12/2020 |
| The Lucas Group | Atlanta | GA | 06/2012 | 04/2020 |
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. Novissimo Business Consulting, LLC., dba Schooley Mitchell of Miller Place, Franchise, Not investment related, Miller Place, NY, 02/2024 to Present, 100 hours committed per month (60 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-17 |
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