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Current Employers
Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-12-18
  • NJ RA
    APPROVED
    Since 2025-12-18

Branch Locations

4249 Us Highway 9 Unit D, Freehold, NJ 07728 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Financial Services Freehold NJ 01/2004 Present
Pfs Investments Inc. Freehold NJ 07/2023 Present
Nylag New York NY 01/2023 Present
Lincoln Appraisal Services New York NY 03/2020 08/2021
Douglas Elliman Realty New York NY 12/2018 03/2020
Fillmore Real Estate New York NY 01/2014 12/2018
Pricepoint Valuations New York NY 08/2021 01/2023
  • 01/2004 → Present
    Primerica Financial Services
    Freehold, NJ
  • 07/2023 → Present
    Freehold, NJ
  • 01/2023 → Present
    Nylag
    New York, NY
  • 03/2020 → 08/2021
    Lincoln Appraisal Services
    New York, NY
  • 12/2018 → 03/2020
    Douglas Elliman Realty
    New York, NY
  • 01/2014 → 12/2018
    Fillmore Real Estate
    New York, NY
  • 08/2021 → 01/2023
    Pricepoint Valuations
    New York, NY
Other Businesses

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. NYLAG, New York Legal Assistance Group, The business is not investment related, New York, NY 10004, Financial Counselor, Start Date: 01/03/2023, Work from 9am to 5pm Monday to Friday.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-06
S63 Uniform Securities Agent State Law Examination 2023-11-27
  • S65 Uniform Investment Adviser Law Examination
    2025-12-06
  • S63 Uniform Securities Agent State Law Examination
    2023-11-27

View on SEC IAPD

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