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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2015-09-14 |
Branch Locations
5602 Marquesas Cir Ste 214, Sarasota, FL 34233 • United States
1099 Wall Street West Ste 210, Lyndhurst, NJ 07071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Hasbrouck Heights | NJ | 05/2013 | Present |
| Pfs Investments Inc | Hasbrouck Heights | NJ | 06/2015 | Present |
| Coldwell Banker Real Estate Services, Llc | Madison | NJ | 07/2015 | Present |
| The Plow Guy, Llc | River Vale | NJ | 12/2016 | Present |
| Huntington Learning Center | Westwood | NJ | 10/2019 | Present |
| Paramus Public Schools | Paramus | NJ | 09/2023 | 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 Lyft, Self Employed/Driver, San Francisco, CA, start date 03/08/2016 to present 06/2021-present, PIEA, Inc., online tutor, 50 Tire Blvd, Woodcliff Lane, NJ 07677, spends 32 hours per month on outside business, (spends 2 hours /day, 4X/week on outside business during trading hours) Keller Williams Valley realty, not investment related, 123 Tice Blvd., suite 100, Woodcliff Lakes, NJ 07677, Realtor Associate, 11/2016 to present, 10 hours a month (2 hour during securities trading hours)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-04 |
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