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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-01-12 |
Branch Locations
330 Linden Ave Suite 100, Hellertown, PA 18055 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Hellertown | PA | 06/2008 | Present |
| Primerica Financial Services | Hellertown | PA | 07/2005 | Present |
| Diehl Financial Group | Hellertown | PA | 07/2026 | Present |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. As of 07/17/2026 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 | 2012-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-04 |
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