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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-11-28
  • NJ RA
    APPROVED
    Since 2023-11-28

Branch Locations

93 Spring St Ste 401, Newton, NJ 07860 • 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. Newton NJ 06/2022 Present
Primerica Financial Services Newton NJ 07/2020 Present
Eli Lilly & Co Bridgewater NJ 09/2015 04/2017
Sanofi Pharmaceuticals Bridgewater NJ 04/2017 02/2021
Amneal Pharmaceuticals Branchburg NJ 02/2021 06/2021
Caladrius Biosciences Basking Ridge NJ 06/2021 09/2022
John Theurer Cancer Center, Hackensack Meridian Health Hackensack NJ 11/2023 Present
  • 06/2022 → Present
    Newton, NJ
  • 07/2020 → Present
    Primerica Financial Services
    Newton, NJ
  • 09/2015 → 04/2017
    Eli Lilly & Co
    Bridgewater, NJ
  • 04/2017 → 02/2021
    Sanofi Pharmaceuticals
    Bridgewater, NJ
  • 02/2021 → 06/2021
    Amneal Pharmaceuticals
    Branchburg, NJ
  • 06/2021 → 09/2022
    Caladrius Biosciences
    Basking Ridge, NJ
  • 11/2023 → Present
    John Theurer Cancer Center, Hackensack Meridian Health
    Hackensack, 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 2023-10-30
S63 Uniform Securities Agent State Law Examination 2022-11-04
  • S65 Uniform Investment Adviser Law Examination
    2023-10-30
  • S63 Uniform Securities Agent State Law Examination
    2022-11-04

View on SEC IAPD

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