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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clearbridge Investments, Llc. | New York | NY | 12/2005 | 07/2019 |
| Primerica Financial Services | Bethel | CT | 01/2021 | Present |
| Pfs Investments Inc. | Bethel | CT | 06/2021 | Present |
| Unemployed / Uconn | Waterbury | CT | 07/2019 | 05/2021 |
| Legg Mason Investor Services, Llc. | Stamford | CT | 12/2005 | 07/2019 |
| Legg Mason & Co, Llc. | Stamford | CT | 12/2005 | 07/2019 |
| Stamford Public Schools | Stamford | CT | 08/2021 | 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-14 |
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