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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2020-03-16 |
Branch Locations
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 |
|---|---|---|---|---|
| Pfs Investments Inc. | Bethel | CT | 10/2019 | Present |
| Primerica Financial Services | Bethel | CT | 01/2019 | Present |
| Greenleaf Birch Inc. | Redding | CT | 09/2015 | Present |
| Bruce Bennett Nissan | Wilton | CT | 04/2019 | Present |
| Saugatuck Rowing Club | Westport | CT | 12/2023 | Present |
| Rowayton Yacht Club | Norwalk | CT | 11/2023 | 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. Greenleaf Birch, Inc., Not investment related, West Redding, CT 06896, Owner, 09/2015 to Present, 160 hours committed per month (60 hours during securities trading hours), Filing tax returns and reconciling bank statements.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-21 |
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