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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-04-22
  • NY RA
    APPROVED
    Since 2026-04-22

Branch Locations

3276 Main St. Ste A, Mexico, NY 13114 • United States

Mexico, NY • 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 Mexico NY 09/2022 Present
Pfs Investments Inc. Mexico NY 04/2024 Present
Willowbank Company Llc Syracuse NY 06/2020 06/2023
Suny Onondaga Community College Syracuse NY 01/2020 05/2022
University Of Tampa Tampa FL 08/2019 12/2019
Willowbank Company Llc Syracuse NY 06/2019 08/2019
University Of Tampa Tampa FL 08/2018 05/2019
Brae Loch Inn Cazenovia NY 05/2018 08/2018
Cazenovia High School Cazenovia NY 09/2017 06/2018
Willowbank Company Llc Syracuse NY 07/2017 08/2017
Cazenovia High School Cazenovia NY 09/2013 06/2017
  • 09/2022 → Present
    Primerica Financial Services
    Mexico, NY
  • 04/2024 → Present
    Mexico, NY
  • 06/2020 → 06/2023
    Willowbank Company Llc
    Syracuse, NY
  • 01/2020 → 05/2022
    Suny Onondaga Community College
    Syracuse, NY
  • 08/2019 → 12/2019
    University Of Tampa
    Tampa, FL
  • 06/2019 → 08/2019
    Willowbank Company Llc
    Syracuse, NY
  • 08/2018 → 05/2019
    University Of Tampa
    Tampa, FL
  • 05/2018 → 08/2018
    Brae Loch Inn
    Cazenovia, NY
  • 09/2017 → 06/2018
    Cazenovia High School
    Cazenovia, NY
  • 07/2017 → 08/2017
    Willowbank Company Llc
    Syracuse, NY
  • 09/2013 → 06/2017
    Cazenovia High School
    Cazenovia, 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-19
S63 Uniform Securities Agent State Law Examination 2024-08-12
  • S65 Uniform Investment Adviser Law Examination
    2026-03-19
  • S63 Uniform Securities Agent State Law Examination
    2024-08-12

View on SEC IAPD

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