Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-02-06 |
Branch Locations
520 Christiana Medical Center, Newark, DE 19702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Newark | DE | 09/2016 | Present |
| Primerica Financial Services | Newark | DE | 04/2016 | Present |
| United States Coast Guard | Philadelphia | PA | 07/2011 | 08/2017 |
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. Pleasant Valley and Milk St MA, LLC., Not investment related, 90 Pleasant Valley Street, Methuen, MA 01844, 50% Owner with brother, 40 hours committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-05 |
Reach out to this advisor