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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-05 |
| NJ | RA | APPROVED | 2015-11-23 |
Branch Locations
4249 Us Highway 9 Unit D-3, Freehold, NJ 07728 • United States
Union, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Freehold | NJ | 10/2011 | Present |
| Pfs Investments Inc. | Freehold | NJ | 11/2012 | Present |
| Primerica | Freehold | NJ | 01/2019 | 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. OneNotary, Not Investment Related, Union, NJ 07083, Nature of Business: Online Notary, Position/Title: Remote Online Notary, 05/2025 to Present, 25 hours per month (0 of hours per month during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-06 |
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