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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-05
NY RA APPROVED 2025-11-04
  • TX RA
    APPROVED
    Since 2026-03-05
  • NY RA
    APPROVED
    Since 2025-11-04

Branch Locations

1643 Nashville Pike Suite 200-A, Gallatin, TN 37066 • United States

485 Titus Ave Ste E, Rochester, NY 14617 • 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
Equitable Advisors, Llc New York NY 07/2024 09/2025
Chipotle Buffalo NY 09/2020 05/2024
Unemployed Buffalo NY 06/2024 06/2024
The Guy Next Door Clarence Center NY 05/2021 09/2021
Mighty Taco Tonawanda NY 04/2017 09/2020
University At Buffalo Buffalo NY 08/2019 02/2024
Kenmore West Tonawanda NY 09/2015 06/2019
Primerica Financial Services Rochester NY 09/2025 Present
Pfs Investments Inc. Rochester NY 10/2025 Present
Fattey Beer Buffalo NY 03/2026 Present
  • 07/2024 → 09/2025
    New York, NY
  • 09/2020 → 05/2024
    Chipotle
    Buffalo, NY
  • 06/2024 → 06/2024
    Unemployed
    Buffalo, NY
  • 05/2021 → 09/2021
    The Guy Next Door
    Clarence Center, NY
  • 04/2017 → 09/2020
    Mighty Taco
    Tonawanda, NY
  • 08/2019 → 02/2024
    University At Buffalo
    Buffalo, NY
  • 09/2015 → 06/2019
    Kenmore West
    Tonawanda, NY
  • 09/2025 → Present
    Primerica Financial Services
    Rochester, NY
  • 10/2025 → Present
    Rochester, NY
  • 03/2026 → Present
    Fattey Beer
    Buffalo, NY
Previous Registrations
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. Swiech Consulting LLC, Not Investment Related, Lockport, NY 14094, Nature of Business: Tax Strategy, Position/Title: Consultant, 11/2025 to Present, 10 hours per month (0 of hours per month during securities trading hours).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-09
S63 Uniform Securities Agent State Law Examination 2024-09-21
  • S66 Uniform Combined State Law Examination
    2024-12-09
  • S63 Uniform Securities Agent State Law Examination
    2024-09-21
Other Names
  • Connor Stein

View on SEC IAPD

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