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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-25 |
| PA | RA | APPROVED | 2011-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | York | PA | 08/2003 | Present |
| Pfs Investments Inc. | York | PA | 01/2004 | Present |
| Sheppard Financial Group | York | PA | 12/2022 | Present |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. As of 12/13/2022 these sales activities will be conducted under the D/B/A of Sheppard Financial Group. 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. Chrismer and Sheppard properties LLC. - investor - start date 05/2014 10X Signature Group LLC, Not investment related, 4185 W Market St. York, PA 17408, Nature: Entity for Primerica Office Manager, Position: Member, Start date: 06/2025 to Present, 1 hour per month, 0 during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-18 |
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