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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
303 Mill Street Suite 110, Poughkeepsie, NY 12601 • United States
6 Berkshire Blvd Ste 307, Bethel, CT 06801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Poughkeepsie | NY | 11/2009 | Present |
| Pfs Investments Inc | Poughkeepsie | NY | 01/2015 | Present |
| Town Of Pound Ridge | Pound Ridge | NY | 05/2000 | Present |
| Intercounty Paving Company | Carmel Hamlet | NY | 09/2021 | Present |
| Marquis Home Care | Spring Valley | NY | 02/2022 | 03/2025 |
| Public Partnerships Llc | Binghamton | NY | 04/2025 | 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-05 |
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