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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
| TX | RA | APPROVED_RES | 2020-01-02 |
Branch Locations
303 Merrick Rd Suite 206-F, Lynbrook, NY 11563 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Lynbrook | NY | 06/2008 | Present |
| Pfs Investments Inc. | Lynbrook | NY | 02/2009 | Present |
| Ehr Financial Group | Valley Stream | NY | 08/2018 | Present |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. As of 08/20/2018, these sales activities will be conducted under the D/B/A of Ehr Financial Group. 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. Szatkowski Associates Corp., Investment Related, Woodmere, NY 11598, Primerica Business Purposes, Owner, 03/2017 to Present, 160 hours committed per month (160 hours during securities trading hours), Legal entity formed solely for Primerica business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-06-03 |
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