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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-06 |
| TX | RA | APPROVED_RES | 2019-02-04 |
Branch Locations
2277 Goshen Trpk Bldg B, Middletown, NY 10941 • United States
Middletown, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Middletown | NY | 06/1993 | Present |
| Pfs Investments Inc | Middletown | NY | 08/1993 | Present |
| Wallkill East Rotary | Wallkill | NY | 05/2015 | 07/2017 |
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. Lucido + Associates, Inc., investment related, 2277 Goshen Turnpike, Building B, Middletown, NY, 10941, Primerica business purposes, Owner, 08/1999 to Present, 160 hours per month (160 hours per month during securities trading hours), legal entity formed solely for Primerica business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-22 |
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