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 |
|---|---|---|---|
| PA | RA | APPROVED | 2023-06-21 |
Branch Locations
620 Tinton Ave Bldg A Ste 200-B, Tinton Falls, NJ 07724 • United States
203 Corporate Dr E, Langhorne, PA 19047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Langhorne | PA | 03/2006 | Present |
| Pfsi Investment Inc. | Langhorne | PA | 04/2018 | Present |
| M&T Bank | Cherry Hill | NJ | 01/2016 | 10/2017 |
| Family First Funding | Turnersville | NJ | 11/2017 | 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 | 2022-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-23 |
Reach out to this advisor