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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Rochester | NY | 06/2000 | Present |
| Pfs Investments Inc. | Rochester | NY | 06/2000 | 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. 02/2020-Present, LTCI, Referring Rep,100 North Field Drive, Lake Forest, IL, 60045, spends 2 hours per month on outside business ( spends 2 hours per month on outside business during trading hours). Not investment related. Spark, Not investment related, Rochester, NY 14617, Nature of Business: Client referral for Medicare enrollment and servicing, Position/Title: Rep (1099), 04/2026 to Present, 15 hours committed per month (8 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-27 |
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