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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-24 |
Branch Locations
274 Delaware Ave Ste 200, Delmar, NY 12054 • United States
11419 Cronridge Dr Ste 8-A, Owings Mills, MD 21117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Delmar | NY | 03/2025 | Present |
| Pfs Investments Inc. | Delmar | NY | 06/2025 | Present |
| Guilderland School District | Guilderland | NY | 05/2015 | 06/2020 |
| Muhlenberg College | Allentown | PA | 09/2020 | 12/2024 |
| Cdphp | Albany | NY | 01/2025 | 03/2025 |
| Memory Gardens | Albany | NY | 05/2022 | 07/2022 |
| Elemental Lanscape | Voorheesville | NY | 05/2021 | 07/2021 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-12 |
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