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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-07 |
| PA | RA | APPROVED | 2012-06-29 |
Branch Locations
330 Linden Ave Suite 100-A, Hellertown, PA 18055 • United States
Pottstown, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Finanical Services | Hellertown | PA | 03/2006 | Present |
| Pfs Investments Inc | Hellertown | PA | 03/2007 | Present |
| Diehl Financial Group | Quakertown | PA | 11/2020 | Present |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. As of 11/13/2020 these sales activities will be conducted under the D/B/A of Diehl 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-31 |
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