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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Middletown | NY | 08/2009 | Present |
| Primerica Financial Services | Middletown | NY | 09/2008 | Present |
| Newton First United Methodist Church | Newton | NJ | 01/2017 | 10/2018 |
| Faith A. Ullmann & Associates Llc | Newton | NJ | 09/2018 | 03/2023 |
| Milford Township | Milford | PA | 01/2020 | Present |
| Pocono Mountains Economic Development Corporation | Stroudsburg | PA | 08/2023 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-04 |
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