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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Massapequa | NY | 05/2024 | Present |
| Pfs Investments Inc. | Massapequa | NY | 01/2025 | Present |
| W3R/Flagstar | Commack | NY | 06/2024 | Present |
| Unemployed | Oakdale | NY | 01/2024 | 06/2024 |
| The Core Institute/Hopco | Phoenix | AZ | 06/2023 | 01/2024 |
| Unemployed | Oakdale | NY | 03/2023 | 06/2023 |
| New Era Technology | Islandia | NY | 01/2020 | 03/2023 |
| Djj Technologies | Islandia | NY | 09/1999 | 01/2020 |
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. United Technology Solutions LLC; Not investment related, Oakdale, NY 11769, Owner, 10/2001 to Present, 10 hours a month (10 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-19 |
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