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Detailed Report
DANIEL ADRIAN SZATKOWSKI
DANIEL ADRIAN SRATKOWSKI
CRD#: 5631863
IA
Investment Adviser
B
Broker
PRIMERICA ADVISORSCRD#: 10111 71 SOUTH CENTRAL AVE
STE 106-D
VALLEY STREAM, NY 11580
Registration History
201020122014201620182020202220242026IAPRIMERICA ADVISORS (CRD# 10111)2020 - Present (5 years)BPFS INVESTMENTS INC. (CRD# 10111)2009 - Present (15 years)
License(s)

State Registrations

B
California 3/7/2023
IA
New York 8/3/2021
B
Connecticut 1/8/2016
B
Pennsylvania 9/13/2021
B
Florida 6/30/2010
IA
Texas 1/2/2020
B
New Jersey 4/4/2011
B
Virginia 4/11/2022
B
New York 6/4/2009

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
PRIMERICA ADVISORS (CRD#:10111)
71 SOUTH CENTRAL AVE STE 106-D, VALLEY STREAM, NY 11580
Registered with this firm since 1/2/2020
B
PFS INVESTMENTS INC. (CRD#:10111)
71 SOUTH CENTRAL AVE STE 106-D, VALLEY STREAM, NY 11580
Registered with this firm since 4/23/2009
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.