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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-05-29 |
Branch Locations
251-73 Jericho Turnpike Ste 201, Bellerose, NY 11426 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 12/2022 | 03/2024 |
| Sterling National Bank | Brooklyn | NY | 07/2016 | 03/2022 |
| Td Bank | Brooklyn | NY | 03/2022 | 12/2022 |
| Pfs Investments Inc. | Bellerose | NY | 05/2024 | Present |
| Primerica Financial Services | Bellerose | NY | 01/2011 | Present |
| Mount Sinai Hospital | New York | NY | 02/2025 | 03/2025 |
| Nysif | New York | NY | 02/2025 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-08 |
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