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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2011-08-25
  • NJ RA
    APPROVED
    Since 2011-08-25

Branch Locations

135 Raritan Center Pkwy Unit 2-F, Edison, NJ 08837 • 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. Edison NJ 07/2006 Present
Primerica Financial Services Edison NJ 11/2005 Present
Primerica Atlanta GA 07/2011 Present
Kocher & Associates Edison NJ 09/2013 10/2021
Pinnacle Telecom Group Cedar Knolls NJ 11/2021 Present
  • 07/2006 → Present
    Edison, NJ
  • 11/2005 → Present
    Primerica Financial Services
    Edison, NJ
  • 07/2011 → Present
    Primerica
    Atlanta, GA
  • 09/2013 → 10/2021
    Kocher & Associates
    Edison, NJ
  • 11/2021 → Present
    Pinnacle Telecom Group
    Cedar Knolls, 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. 05/1989 - Present, Boys & Girls Club of Northwest New Jersey, Member. JCHS Boys Lacrosse Booster Club, 06/2014 - 06/2018, position past president: 265 Westville Avenue, West Caldweld, NJ 07006, Not investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-07-27
S63 Uniform Securities Agent State Law Examination 2006-09-13
  • S65 Uniform Investment Adviser Law Examination
    2011-07-27
  • S63 Uniform Securities Agent State Law Examination
    2006-09-13

View on SEC IAPD

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