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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
Branch Locations
Palatine Bridge, NY • United States
10 Maxwell Dr Ste 204, Clifton Park, NY 12065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Clifton Park | NY | 01/2004 | Present |
| Pfs Investments Inc. | Clifton Park | NY | 04/2004 | 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. Rolling Bones Outfitters, LLC., Not investment related, Spearfish, SD 57783, Self-Employed Adventure Specialist, 05/2019 to Present, 5 hours committed per month (0 hours during securities trading hours). JKR Windows, Not investment related, St. George, UT 84770, Nature of Business: Window installation & replacement company, Position/Title: Coordinator, 05/2025 to Present, 20 hours committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-12-17 |
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