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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-02 |
Branch Locations
186 Princeton-Hightstown Rd Bldg 4 Ste 16, West Windsor, NJ 08550 • United States
246 Moon Clinton Rd Ste 201, Coraopolis, PA 15108 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburgh | PA | 01/2020 | 07/2021 |
| Army National Guard | Pittsburgh | PA | 08/2013 | 07/2019 |
| Citizens Bank | Pittsburgh | PA | 06/2019 | 01/2020 |
| Pnc Bank | Pittsburgh | PA | 12/2017 | 03/2019 |
| Comcast | Pittsburgh | PA | 02/2017 | 09/2017 |
| Verizon | Pittsburgh | PA | 07/2016 | 01/2017 |
| Dialamerica Marketing | Pittsburgh | PA | 12/2018 | 12/2018 |
| Ups | Pittsburgh | PA | 11/2017 | 11/2017 |
| Abc Phones Of North Carolina Dba Victra | Pittsburgh | PA | 09/2016 | 12/2016 |
| Bank Of America, N.A. | Pittsburgh | PA | 04/2020 | 09/2021 |
| Fidelity Investments | Covington | KY | 10/2021 | 10/2022 |
| Bankers Life & Casualty, Inc | Pittsburgh | PA | 07/2024 | 11/2024 |
| Bankers Life Securities, Inc | Pittsburgh | PA | 09/2024 | 10/2024 |
| Bankers Life Advisory Services, Inc | Pittsburgh | PA | 09/2024 | 10/2024 |
| Hello Neighbor | Pittsburgh | PA | 01/2024 | 01/2025 |
| Elite Visionary | Pittsburgh | PA | 05/2023 | 05/2023 |
| Aramark Sports + Entertainment | Pittsburgh | PA | 08/2023 | 09/2023 |
| New York Life Insurance Company | Pittsburgh | PA | 09/2023 | 04/2024 |
| Allied Universal | Pittsburgh | PA | 03/2024 | 04/2024 |
| Pyramid Consulting Group Llc | Pittsburgh | PA | 03/2024 | Present |
| Instacart | Pittsburgh | PA | 03/2019 | 08/2024 |
| Lyft | Pittsburgh | PA | 09/2021 | 10/2022 |
| Uber | Pittsburgh | PA | 03/2019 | 10/2022 |
| Jackson Hewitt | Pittsburgh | PA | 01/2025 | Present |
| Primerica Financial Services | Coraopolis | PA | 01/2023 | Present |
| Pfs Investments Inc. | Coraopolis | PA | 03/2025 | Present |
| Mcfaddens | Pittsburgh | PA | 06/2025 | Present |
| Mediconnect | Pittsburgh | PA | 08/2026 | 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. For Youtube, not investment related, Pittsburgh, PA, Youtuber (1099), nature of the other business Video creation, 09/2015 to present, devoted to the other business 0 (0 during securities trading hours) G of G, Inc., VIP Agent, 12/2024 to Present, Brand Marketing Staffing Agency, Pittsburgh, PA 15222, Not Investment Related, Spends 5 hours per month (0 during securities trading hours. Clover Insurance Company, Senior Health Agent, 09/2024 to Present, Senior Health Products, Eagan, MN 55121, Not Investment Related, Spends 1 hour per month (0 during securities trading hours) Amazon, Affiliate/Owner, 06/2023 to Present, Philadelphia, PA 15222, Amazon Storefront, Not Investment Related, Spends 1 hour per month (0 during securities trading hours). Berkshire Hathaway Homeservices, Self-Employed Property Manager, 06/2026 to Present, Property Management, Wexford, PA 15090, Non-Investment Related, 20 Hours Per Month (20 Hours During Securities Trading Hours). Berkshire Hathaway Homeservices, Self-Employed Real Estate Agent, 06/2026 to Present, Real Estate Sales, Wexford, PA 15090, Non-Investment Related, 20 Hours Per Month (20 Hours During Securities Trading Hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-04 |
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