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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-09-27 |
Branch Locations
4185 W Market St Ste A, York, PA 17408 • United States
Dover, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | York | PA | 04/2015 | Present |
| Primerica Financial Services | York | PA | 08/2014 | Present |
| Keller Financial Associates | York | PA | 02/2023 | 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. 10X Signature Group, LLC., Not investment related, York, PA 17408, Nature: Entity for Primerica Office Manager, Position: Member, Start date: 06/2025 to Present, 1 hour committed per month (0 hours during securities trading hours) Keller Outdoors LLC - Position: Owner - Start date: 07/2010 - Nature: Wildlife Management - 7210 Harmony Grove Rd. Dover, PA 17315 - Not investment related - No hours at this time, business is not operational.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-11 |
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