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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-10-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Bethel | CT | 03/2019 | Present |
| Primerica Financial Services | Bethel | CT | 01/2018 | Present |
| Dorothy Kroha, Mother | Bethel | CT | 07/2018 | 11/2022 |
| None | Bethel | CT | 06/2017 | 01/2018 |
| Nexvue/Bio Analytics Corp | Stamford | CT | 11/2008 | 06/2017 |
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. Dorothy Kroha Estate, Not Investment Related, Bethel, CT, Co-Executor, November 2022 to present, 4-60 hours per month (4-60 hours per month during securities trading hours), Co-Executor of mothers estate including management of 4 condominiums
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2019-05-09 |
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