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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-02-25 |
Branch Locations
7310 Tilghman Street Suite 500A, Allentown, PA 18106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Allentow | PA | 06/2020 | Present |
| Primerica Financial Services | Allentow | PA | 02/2020 | Present |
| Benefits Advisor | Kutztown | PA | 08/2019 | Present |
| Unemployed | Kutztown | PA | 01/2019 | 08/2019 |
| Boyers Food Market | Orwigsburg | PA | 01/2012 | 01/2019 |
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. 09/2019 to present, Independent Contractor, Benefits Advisor, 1533 Siegfriedale RD Kutztown, PA 19530, Spends 60 hours per month on outside business, (spends 45 hours per month on outside business during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-29 |
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