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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-10 |
Branch Locations
3276 Main St, Mexico, NY 13114 • United States
Mexico, NY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Mexico | NY | 12/2016 | Present |
| Primerica Financial Services | Mexico | NY | 06/2016 | Present |
| Holimont Ski Resort | Ellicottville | NY | 11/2011 | 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. Nailed It Remodeling, LLC - Owner - 11/2013-Present HoliMont Ski Resort, Not investment related, Ellicottville, NY 14731, Seasonal Ski & Snowboard Instructor (1099), 11/2011 to Present, 20 hours committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-10 |
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