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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-07-14 |
Branch Locations
515 N State Rd Suite A, Briarcliff, NY 10510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Tarrytown | NY | 09/2017 | 10/2018 |
| Primerica Financial Services | Briarcliff | NY | 02/2017 | Present |
| Taro Pharmaceutical | Hawthorne | NY | 01/2017 | 04/2019 |
| Boehringer Ingelheim Pharmaceuticals | Ridgefield | CT | 03/2007 | 12/2016 |
| Pfs Investments Inc. | Briarcliff | NY | 03/2019 | 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. Owner- Envi$ionaire$ Bookeeping & Tax Solutions, 12/2021 to present, nature of business tax preparation/resolution and accounting services, 282 Mountain RD, Pleasantville, NY 10570, non investment related, 60-80 hours per month, 60-80 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-07 |
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