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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-11-23 |
Branch Locations
330 Linden Ave Suite 100, Hellertown, PA 18055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Hellertown | PA | 08/2013 | Present |
| Primerica Financial Services | Hellertown | PA | 06/2013 | Present |
| Craft Ale House | Royersford | PA | 10/2018 | Present |
| Safety Rail Source | Norristown | PA | 07/2022 | 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. SAFETY RAIL SOURCE - Not investment related. Administrative assistant. Started 7/5/2022. Working about 20 hours/week, part-time. Answering calls/emails, providing safety equipment estimates and billing/invoices. Address is 2570 Blvd. of the Generals, Norristown PA 19403 Coventry Christian School (1099) - Not investment related. Pottstown, PA 19464. Middle School Soccer Coach. 11/2023 to Present. 30 hours committed per month (10 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-12 |
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