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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-17 |
| PA | RA | APPROVED | 2021-05-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 05/2014 | 11/2017 |
| Valic Financial Advisors, Inc. | Berkeley Heights | NJ | 12/2017 | 03/2019 |
| E*Trade Securities Llc | King Of Prussia | PA | 03/2019 | 06/2020 |
| E*Trade Capital Management Llc | King Of Prussia | PA | 03/2019 | 06/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 07/2020 | 03/2021 |
| Bank Of America, N.A. | Pennington | NJ | 07/2020 | 03/2021 |
| Pfs Investments Inc. | Chalfont | PA | 05/2021 | Present |
| Primerica Financial Services | Chalfont | PA | 12/1999 | 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. The Pros Disc Jockeys, Non-Investment Related, South Hampton, PA, Self-Employed DJ, 2/15 to Present, 0 Hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-19 |
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