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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-03-24 |
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 | 07/2018 | Present |
| Pfs Investments Inc. | Freehold | NJ | 09/2022 | Present |
| Alldigital Specialty | Princeton | NJ | 03/2021 | 01/2022 |
| Tansey & Associates, Llc | Manalapan | NJ | 01/2012 | 02/2026 |
| Fairleigh Dickinson University | Madison | NJ | 08/2018 | 05/2022 |
| Tansey Financial Services & Insurance Agency, Llc. | Freehold | NJ | 02/2026 | 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 | 2023-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-04 |
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