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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-09-06 |
Branch Locations
358 A Christopher Avenue Ste A, Gaithersburg, MD 20879 • United States
11419 Cronridge Dr Ste 8, Owings Mills, MD 21117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Owings Mills | MD | 04/2013 | Present |
| Primerica Financial Services | Owings Mills | MD | 07/2011 | Present |
| Oasis Plus Social Services, Inc. | Burtonsville | MD | 02/2023 | 02/2024 |
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. T. Thacker & Associates, Owner, Investment related, 05/2015-Present, 9713 Bird River Road Middle River, MD 21220, Primerica business purposes, 288 hours per month (spends 130 hours per month on outside business during trading hours), legal entity formed solely for Primerica business purposes. Uber, Driver, Not investment related, 09/2015-Present, 1455 Market St #400 San Francisco, CA 94103, Spends 120 hours per month on outside business (spends 0 hours on employment during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-13 |
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