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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-12-04 |
Branch Locations
7310 Tilghman Street Suite 500A, Allentown, PA 18106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Allentown | PA | 03/2013 | Present |
| Primerica Financial Services | Allentown | PA | 06/2012 | Present |
| Blue Mountain Financial Group | Allentown | PA | 10/2025 | Present |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. As of 10/09/2025 these sales activities will be conducted under the D/B/A of Blue Mountain 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. 09/2021-Present, Manage OTA, LLC, Owner, 2970 Corporate Court , Suite 5, Orefield, PA 18069, spends 65 hours per month on outside business, (spends 65 hours per month on outside business during trading hours) Next Level Integrated Industries, Not Investment Related, 2909 PA Route 100, Suite 210A, Onefield PA 18069, Business Consulting, Co-CEO/Business Partner, 10 Hours per month (0 Hours per month during securities trading hours)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-02 |
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