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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

19 Dewitt St Ste A, Middletown, NY 10940 • United States

Middletown, NY • 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
Pfs Investments Inc Middletown NY 02/2011 Present
Primerica Financial Services Middletown NY 06/2010 Present
Berlin Llc Middletown NY 01/1999 Present
  • 02/2011 → Present
    Middletown, NY
  • 06/2010 → Present
    Primerica Financial Services
    Middletown, NY
  • 01/1999 → Present
    Berlin Llc
    Middletown, 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. || --LUCKY MUNCHKIN, INC. - OWNER - 08/1995-PRESENT. -- || MIDDLETOWN-GOSHEN CONVALESCENT, BOARD MEMBER, MIDDLETOWN, NY 10940, SPENDS 2 HOURS PER MONTH ON THE OUTSIDE BUSINESS ACTIVITY (0 DURING SECURITIES TRADING HOURS)

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-05-02
  • S63 Uniform Securities Agent State Law Examination
    2011-05-02

View on SEC IAPD

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