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242 Main Street, Staten Island, NY 10307 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-04 |
Branch Locations
114-23 Lefferts Blvd, South Ozone Park, NY 11420 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Bellerose | NY | 10/1995 | 10/2025 |
| E Fund Resources, Llc | Queens | NY | 05/1991 | Present |
| Pfs Investments Inc | Bellerose | NY | 08/2011 | 10/2025 |
| New York State Office For People With Developmental Disabilities | Brooklyn | NY | 04/2010 | 03/2019 |
| Chelsea Financial Services | Staten Island | NY | 10/2025 | Present |
E-fund Resources, LLC, not investment related, South Ozone Park, NY 11420, Owner/Tax Preparer/Enrolled Agent, 05/1991 to present, 10 hours committed per month, 2 hours during securities trading hours, tax preparation, divorce, and immigration services. Magellan Federal - Financial Counsellor - not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-12 |
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