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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group, Inc. | New York | NY | 08/2012 | 05/2019 |
| Transamerica Financial Advisors, Inc | New York | NY | 08/2012 | 05/2019 |
| Hagerty Consulting | Evanston | IL | 03/2016 | Present |
| Pfs Investments Inc. | Middletown | NY | 06/2019 | Present |
| Primerica Financial Services | Middletown | NY | 05/2005 | 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. Hagerty Consulting/Project Manager-Engineer, , not investment related, 1618 Orrington Ave., Ste 201, Evanston, IL, 03/28/2016, 160/8 Asses Hurricane Sandy related, damages for the city of NY and provide inkind and provide inkind and mitigation proposals for construction repairs and FEMA reimbursement.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-22 |
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