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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-06-11 |
Branch Locations
7310 Tilghman St Suite 500B, 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 | 04/2016 | Present |
| Primerica Financial Services | Allentown | PA | 02/2005 | Present |
| Simplex Grinnell | Allentown | PA | 05/2015 | Present |
| Blue Mountain Financial Group | Allentown | PA | 08/2020 | 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. As of 08/12/2020 These Sales Activities Will Be Conducted Under The D/B/A Name of Blue Mountain Financial Group.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-14 |
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