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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-12-02
  • NY RA
    APPROVED
    Since 2025-12-02

Branch Locations

77 Sands St Ste 8000, Brooklyn, NY 11201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brooklyn Union Gas Co Brooklyn NY 04/1988 12/2023
Primerica Financial Services Brooklyn NY 08/1995 Present
Pfs Investments Inc. Brooklyn NY 02/1996 Present
Virtual Real Estate Nyc Brooklyn NY 12/2016 Present
  • 04/1988 → 12/2023
    Brooklyn Union Gas Co
    Brooklyn, NY
  • 08/1995 → Present
    Primerica Financial Services
    Brooklyn, NY
  • 02/1996 → Present
    Brooklyn, NY
  • 12/2016 → Present
    Virtual Real Estate Nyc
    Brooklyn, 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. Tax Preparer ; 12/2016 - Present; Brooklyn NY. 02/2019 - Present: Enrolled Agent; Tax Preparer/Self Employed. Notary Public, (1099), Not Investment Related, Brooklyn, New York 11232, Notary, ( 4 hours committed per month), (0 hours during securities trading hours). Chaka LLC, Not Investment Related, Orlando, FL 32835, Membership Manager/Ownership, 04/2023 to present, (5 hours committed per month), (0 hours during securities trading hours). Matias Real Estate, Not investment related, Staten Island, NY 10302, Sales Agent (1099), 08/2026 to Present, 16 hours committed per month (0 hours during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-24
S63 Uniform Securities Agent State Law Examination 1996-05-10
  • S65 Uniform Investment Adviser Law Examination
    2025-11-24
  • S63 Uniform Securities Agent State Law Examination
    1996-05-10

View on SEC IAPD

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