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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-21 |
| NY | RA | APPROVED | 2021-08-03 |
Branch Locations
502 Court St Ste 204, Utica, NY 13502 • United States
Utica, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Utica | NY | 12/1999 | Present |
| Pfs Investments Inc. | Utica | NY | 07/2000 | 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. Utica College, Instructor/Independent Contractor, Not Investment Related, Utica, NY, 8/2018-Present.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-04-11 |
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