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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Paoli | PA | 07/2024 | Present |
| Credit Suisse | Princeton | NJ | 04/2007 | 07/2024 |
| Pfs Investments Inc. | Paoli | PA | 09/2024 | 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. Clarendon Partners, not investments related, project employee (1099), Arlington VA, 22201, 08/2024, 80 hours committed per month (3 hours during securities trading hours)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-18 |
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