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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-05-05 |
Branch Locations
31 Oak Ave Ste 150-C, Chalfont, PA 18914 • United States
Ambler, PA • United States
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 |
|---|---|---|---|---|
| A.L. Williams | Kulpsville | PA | 02/1990 | Present |
| Pfs Investments Inc. | Chalfont | PA | 09/1990 | Present |
| Primerica Financial Services | Chalfont | PA | 03/1990 | 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. Future Legacy Group, LLC, 50% Owner, Investment Related, Ambler, PA 19002, Primerica Business Purposes, 7/29/2019 to Present, 160 hours per month (140 hours per month during securities trading hours), Legal entity formed solely for Primerica business purposes. YES2PFS, Inc, Investment Related, Ambler, PA 19002, Primerica Business Purposes, Incorporator of the S Corp Entity, 04/01/2026 To Present, 0 Hours Per Month (0 Hours Per Month During Securities Trading Hours), Legal Entity Formed Solely For Primerica Business Purposes. Contemporary Management Inc, Investment Related, Ambler, PA 19002, Primerica Business Purposes, Partner, 08/1982 To Present, 0 Hours Per Month (0 Hours Per Month During Securities Trading Hours), Legal Entity Formed Solely For Primerica Business Purposes, business nonoperational, but still active with PA secretary of state.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 1991-03-14 |
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