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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
Branch Locations
150 Motor Parkway Suite 401, Hauppauge, NY 11788 • United States
Brentwood, 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. | Hauppauge | NY | 07/2017 | Present |
| Primerica Financial Services | Hauppauge | NY | 11/2015 | Present |
| St James Rehabilitation And Nursing Care | St.jAmes | NY | 06/2015 | 11/2016 |
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. APF Legacy Consultants Inc., Investment related, Brentwood, NY 11717, Primerica business purposes, President, 12/14/2022 to Present, 40 hours per month (0 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-09-06 |
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