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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-08 |
| NJ | RA | APPROVED | 2021-06-04 |
Branch Locations
155 Willowbrook Blvd Ste 330, Wayne, NJ 07470 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Wayne | NJ | 05/2007 | Present |
| Primerica Financail Services | Wayne | NJ | 07/2006 | 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. Takeover Management, LLC, Investment Related, 240 Frisch Ct 3rd Floor Paramus NJ 07652, Nature of Business (Primerica Business Purposes), Position/Title: Owner, Start Date (5/17/19) to Present, 160 hours per month (120 of hours per month during securities trading hours), Legal entity formed solely for Primerica business purposes MBK Legacy LLC- Partner- 03/2022 To Present- Nature of Business: Air BnB Rental Property- 205 Cedar Street, Garfield, NJ 07026- Investment Related- 2-3 Hours Per Month (0 During Securities Trading Hours)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-27 |
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