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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
Branch Locations
61 Ramapo Valley Rd Ste B, Mahwah, NJ 07430 • United States
2277 Goshen Trpk Bldg B, Middletown, NY 10941 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Middletown | NY | 01/2016 | Present |
| Primerica Financial Services | Middletown | NY | 12/2014 | Present |
| Casola Group Ltd. | North Belimore | NY | 01/2005 | 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. MPC Agency, Inc., Investment Related, 2134 Sanders Pl. North Bellmore, NY, 11710, Primerica Business Purposes, Owner, 07/2013 to Present, 160 hours per month (160 hours per month during securities trading hours), legal entity formed solely for Primerica business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-02-01 |
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