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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-03
  • NY RA
    APPROVED
    Since 2021-08-03

Branch Locations

331 Alberta Drive Suite 212, Amherst, NY 14226 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Financial Services Amherst NY 04/2005 Present
Pfs Investments Inc. Amherst NY 10/2005 Present
Health Force Buffalo NY 10/2016 Present
  • 04/2005 → Present
    Primerica Financial Services
    Amherst, NY
  • 10/2005 → Present
    Amherst, NY
  • 10/2016 → Present
    Health Force
    Buffalo, 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. 02/2018-present, Author of A Book, Worrior to Worrior, developing a real intimate relationship with God, West Seneca, NY. Uber, not investment related, (1099), Buffalo, NY 14215, Position/Title (Driver), start date 02/2023 to present, 30 hours committed per month (2 hours during securities trading hours). Smoking Tees Indoor Golf Center LLC, Not Investment related, Buffalo, New York 14215, Owner/ Ownership, 25 hours committed per month, 13 hours during securities trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-11-14
  • S63 Uniform Securities Agent State Law Examination
    2005-11-14

View on SEC IAPD

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