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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-02-01 |
| NJ | RA | APPROVED | 2017-12-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Union | NJ | 03/2015 | Present |
| Barnes & Noble | Baskin Ridge | NJ | 10/2014 | 05/2017 |
| Primerica Financial Services | Union | NJ | 08/2014 | 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. Cross Country Mortgage, Not investment related, Somerset, NJ 08873, MLO, 04/2025 to Present, 15 hours committed per month (0 hours during securities trading hours). CLEANING AND LAUNDRY SERVICES, PARTNERSHIP, NOT INVESTMENT RELATED, HILLSIDE, NJ 07205, 5/2025 TO PRESENT, SPENDS 10 HOURS PER MONTH (0 DURING SECURITIES TRADING HOURS).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-05 |
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