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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2026-05-04 |
Branch Locations
101 Lincoln St Ste A, Harrisburg, PA 17112 • United States
4 Grove St, Brandon, VT 05733 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| None | Winooski | VT | 05/2016 | 10/2016 |
| Synopsys Inc | Williston | VT | 10/2016 | 01/2026 |
| Howard Center | Burlington | VT | 09/2024 | Present |
| Aris Solutions | White River Jct | VT | 07/2023 | Present |
| Primerica Financial Services | Brandon | VT | 10/2025 | Present |
| Pfs Investments Inc. | Brandon | VT | 01/2026 | 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. KW Vermont, not investment related, Realtor (1099), Burlington VT, 05403, 08/2025 to present, nature of the business: Realtor - I have Realtor license, but I have not practice yet., 20 hours committed per month (0 hours during securities trading hours)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2026-02-23 |
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