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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-11-16 |
Branch Locations
400 Morris Avenue Suite 207-A, Denville, NJ 07834 • United States
5 Business Park Way, Griswold, CT 06351 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Griswold | CT | 07/2021 | Present |
| Pfs Investments Inc. | Griswold | CT | 08/2022 | Present |
| University Of Connecticut | Storrs | CT | 10/1999 | 12/2021 |
| Fresh New London | New London | CT | 05/2024 | 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. Airbnb, Owner - Not Investment Related, 04/2018 To Present, 1132 Ocean Ave., New London Ct 06320, Nature of Business: Short Term Rentals, 10 Hours Per Month Devoted to the Other Business, 0 During Securities Trading Hours. Description: Responds To Requests for Rentals, Contract Cleaning, Resolve Any Issues with Rental Guests. Compensated: Via 3rd party website (AIRBNB, VRBO) on daily rental rate minus fees.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-03 |
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