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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-14 |
| MD | RA | APPROVED | 2021-12-21 |
Branch Locations
5300 Westview Drive Suite 306-A, Frederick, MD 21703 • United States
Frederick, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Fin Srvs | Frederick | MD | 06/2001 | Present |
| Pfs Investments, Inc. | Frederick | MD | 03/2011 | Present |
| Carl J Cassella | Hasbrouck Heights | NJ | 08/2010 | 09/2019 |
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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-01 |
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