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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-04-02 |
Branch Locations
275 Turnpike Street Suite 101, Canton, MA 02021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Canton | MA | 06/2021 | Present |
| Primerica Financial Services | Canton | MA | 12/2020 | Present |
| Hub Edge Realty Llc | Stoughton | MA | 01/2016 | 08/2023 |
| Loan Factory, Inc. | San Jose | CA | 08/2024 | 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. Hub Edge Real Estate, Not Investment Related , 533 School St Stoughton, MA 02072, Manager , May 2002 to Present , 80 hours per month (60 hours per month during securities trading hours ) , legal entity formed solely for Real Estate business. Jonathan Bowen, Not investment related, Stoughton, MA 02072, Real Estate Broker, 06/2026 to Present, 5 hours committed per month (5 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-16 |
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