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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-05-07 |
Branch Locations
1012 N Bethlehem Pk Ste B, Lower Gwynedd, PA 19002 • United States
Ambler, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Lower Gwynedd | PA | 11/2012 | Present |
| Primerica Financial Services | Lower Gwynedd | PA | 06/2011 | Present |
| Bucks County Community College | Newton | PA | 10/2015 | 07/2021 |
| Manufacturers Golf Country Club | Fort Washington | PA | 08/2021 | 11/2022 |
| Penn State Abington | Abington | PA | 09/2021 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-01 |
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