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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-06-28 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Jenkintown | PA | 05/2015 | Present |
| Primerica Financial Services | Jenkintown | PA | 07/2014 | Present |
| Valley Forge Medical Center | Norristown | PA | 06/2004 | 10/2019 |
| Primerica | Duluth | GA | 03/2020 | 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. Self-employed Caregiver (1099), Not investment related, Erdenheim, PA 19038, Caregiver, 01/2025 to Present, 90 hours committed per month (20 hours during securities trading hours). Springfield Township High School, Not Investment Related, Erdenheim, PA 19038, Nature of Business: Referee cross country races, Position/Title: Cross Country Referee, 09/2025 to Present, 6 hours per month (2 of hours per month during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-21 |
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