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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-10-03 |
Branch Locations
314 W Broad St Ste 121, Quakertown, PA 18951 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mary Jo Webb Cpa | Quakertown | PA | 01/2003 | 12/2016 |
| Pfs Investments Inc. | Quakertown | PA | 08/2022 | Present |
| Primerica Financial Services | Quakertown | PA | 06/1996 | 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. Quakertown Tax Services Inc., Not Investment Related, Quakertown Pa 18951, Tax and Bookkeeping Services, Owner, 03/2017 To Present, 200 Hours Per Month from February-April and 20 Hours Per Month the Rest of The Year (100 Hours Per Month During Securities Trading Hours from February-April and 15 Hours Per Month During Trading Hours the Rest of the Year). Riley Auto Inc., Not investment related, Hatfield, PA 19440, Nature of Business: Auto repair shop, Position/Title: Owner, 10 hours committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-23 |
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