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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 |
Branch Locations
1400 Sweet Home Rd Suite 4, Amherst, NY 14228 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Amherst | NY | 02/2009 | Present |
| Pfs Investments Inc | Amherst | NY | 10/2012 | Present |
| Wealthbuilder$ Advertising | Amherst | NY | 07/2012 | Present |
| Wealthbuilder$ Pen | Amherst | NY | 07/2010 | Present |
| University At Buffalo | Buffalo | NY | 02/1986 | Present |
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. Wealth builder$ Pen; Not Investment-Related; 60 Callodine Ave., Amherst, NY 14226; Executive Pen Sales; Dba-Owner; 7/2010, 15 Hrs./Mo; 5 Hrs./Mo; Sales and Management of Executive Pens Wealth builder$ Advertising; Not Investment-Related; 69 Callodine Ave., Amherst, NY 14226; Affiliate (Internet) Marketing; Dba-Owner; 7/2012; 25 Hrs./Mo; 10 Hrs./Mo; Placing Affiliate Ads on Internet
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-01-09 |
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