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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-11-01 |
Branch Locations
8480 Baltimore National Pike Ste 408-F, Ellicott City, MD 21043 • United States
Pikesville, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Ellicott City | MD | 10/1995 | Present |
| Pfs Investments Inc. | Ellicott City | MD | 11/1997 | 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. Matthews Monarchies & Associates, Inc., Investment related, Ellicott City, MD 21043, Primerica Business purposes, Owner, 12/31/2021 to present, up to 300 hours per month (up to 130 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-24 |
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