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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-04-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | York | PA | 07/2021 | Present |
| Primerica Financial Services | York | PA | 07/2020 | Present |
| Precision Cut Industries | Hanover | PA | 01/2021 | 04/2022 |
| Nitro Cutting Services | Manheim | PA | 01/2019 | 01/2021 |
| Johnston Construction Company | Dover | PA | 07/2016 | 01/2019 |
| Johnson Controls Federal Systems | York | PA | 04/2022 | Present |
| Sheppard Financial Group | York | PA | 02/2024 | Present |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. As of 02/16/2024 these sales activities will be conducted under the D/B/A of Sheppard Financial Group. 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-18 |
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