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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-09-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Doylestown | PA | 06/2012 | Present |
| Primerica Financial Services | Doylestown | PA | 06/2011 | Present |
| Kelly Services | King Of Prussia | PA | 08/2018 | 10/2018 |
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. Jodie Banks, LLC. (1099), Doylestown, PA, Office Manager, 11/2022 to Present, 40 hours committed per month (35 hours during securities trading hours). Custom Benefit Plans, Not investment related, Willow Grove, PA 19090, Independent Contractor (1099), 5 hours committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-17 |
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