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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-07 |
Branch Locations
34 S Broadway Suite 512, Whiteplains, NY 10601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Whiteplains | NY | 11/2013 | Present |
| Pfs Investments Inc. | Whiteplains | NY | 02/2024 | Present |
| City Vineyard | New York | NY | 06/2015 | 09/2019 |
| Game Day Sports Bar | Bronx | NY | 09/2019 | 02/2023 |
| K Pot | Bronx | NY | 02/2023 | 10/2023 |
| Captain Lawrence Brewery | Elmsford | NY | 10/2023 | 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. VSWRLD, LLC., Not investment related, Bronx, NY 10471, Nature of Business: Restaurant/bar operations involving management and consulting in regard to staffing, food and drink menu creations as well as daily function, Position/Title: Manager/Ownership, 06/2026 to Present, 120 hours committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-20 |
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