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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-04-13 |
Branch Locations
4249 Us Highway 9 Unit D-3, Freehold, NJ 07728 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Freehold | NJ | 04/1995 | Present |
| Pfs Investments Inc. | Freehold | NJ | 07/1995 | 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. Tansey Family Ski Resort, LLC Not Investment Related , 2005 East 2700 South STE. 200 Salt Lake City UT 84109, Owner March 2021 to Present,1 hour per month (0 hours per month during trading hours), legal entity formed solely for vacation rental property. Tansey Financial Services & Insurance Agency, LLC (Formerly Tansey & Associates, LLC.), Investment Related, Manalapan, NJ, USA, Owner, 06/07/2006 to Present, 160 hours committed per month (150 hours during securities trading hours), Legal Entity Formed Solely For Primerica Business Purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-24 |
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