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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-09-30 |
Branch Locations
61 Ramapo Valley Rd Ste B-1, Mahwah, NJ 07430 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Securities, Llc | Dorchester | MA | 09/2017 | 02/2021 |
| Ratitan Bay Federal Credit Union | Sayreville | NJ | 08/2015 | 09/2016 |
| Primerica Financial Services | Mahwah | NJ | 02/2021 | Present |
| Santander Bank | Boston | MA | 09/2016 | 02/2021 |
| Pfs Investments Inc. | Mahwah | NJ | 03/2021 | 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. -- Miscellany Overhaul, LLC not investment related, Sayreville, NJ 08872, retail sales company, owner,03/2019-present, 30 hours per month (8 hours per month during securities trading hours), sell home decor, diy products, antiques, etc. -- ADP, 99 Jefferson Road Parsippany, NJ 07054, Not Investment Related, Payroll services, None, 1 hour per month (1 hour per month during securities trading hours). -- THE GOAT'S HAUL, LLC., not investment related, Blairstown, NJ 07825, managing member, 32 hours committed per month (18 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-24 |
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