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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-07-13
  • NJ RA
    APPROVED
    Since 2023-07-13

Branch Locations

48 Spruce St 2Nd Floor, Oakland, NJ 07436 • 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. Oakland NJ 12/2021 Present
Primerica Financial Services Oakland NJ 11/2018 Present
Ivy Test Prep Lyndhurst NJ 01/2019 Present
Educational Services Center Medford NJ 01/2018 02/2023
Touro College Of Osteopathic Medicine Middletown NY 08/2017 12/2017
C2 Education Fort Lee NJ 01/2017 08/2017
New York College Of Podiatric Medicine New York NY 01/2016 12/2016
Huntington Learning Center Ramsey NJ 10/2025 06/2026
  • 12/2021 → Present
    Oakland, NJ
  • 11/2018 → Present
    Primerica Financial Services
    Oakland, NJ
  • 01/2019 → Present
    Ivy Test Prep
    Lyndhurst, NJ
  • 01/2018 → 02/2023
    Educational Services Center
    Medford, NJ
  • 08/2017 → 12/2017
    Touro College Of Osteopathic Medicine
    Middletown, NY
  • 01/2017 → 08/2017
    C2 Education
    Fort Lee, NJ
  • 01/2016 → 12/2016
    New York College Of Podiatric Medicine
    New York, NY
  • 10/2025 → 06/2026
    Huntington Learning Center
    Ramsey, NJ
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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-28
S63 Uniform Securities Agent State Law Examination 2022-02-04
  • S65 Uniform Investment Adviser Law Examination
    2023-06-28
  • S63 Uniform Securities Agent State Law Examination
    2022-02-04

View on SEC IAPD

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