Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Swanzey | NH | 11/2015 | Present |
| Woodbury Financial Services Inc | Claremont | NH | 08/2016 | 01/2024 |
| Osaic Wealth, Inc. | Claremont | NH | 01/2024 | 01/2026 |
| Pfs Investments Inc | Swanzey | NH | 03/2026 | 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-12-16 |
| S65 | Uniform Investment Adviser Law Examination | 2006-11-01 |
Reach out to this advisor