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Current Employers
Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-03
  • NY RA
    APPROVED
    Since 2021-08-03

Branch Locations

19 Dewitt St, Middletown, NY 10940 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pfs Investments Inc. Middletown NY 08/2014 Present
Primerica Financial Services Middletown NY 10/2013 Present
Warner Construction Inc Middletown NY 02/2018 05/2019
  • 08/2014 → Present
    Middletown, NY
  • 10/2013 → Present
    Primerica Financial Services
    Middletown, NY
  • 02/2018 → 05/2019
    Warner Construction Inc
    Middletown, NY
Other Businesses

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. Cedar Lakes Estate LLC - Self-Employed/Bookkeeper, Port Jervis, NY, Start Date March 31 to Present. As You Wish Accounting and Tax Service, S/E Accountant, 03/20/2017 - Present.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-10-10
  • S63 Uniform Securities Agent State Law Examination
    2014-10-10
Other Names
  • Mary Kay Carbone
  • Mary Kay Lamphier

View on SEC IAPD

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