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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-19 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors (Dba Tristate Financial Advisors) | Philadelphia | PA | 01/2023 | 10/2023 |
| Unemployed | Atlantic City | NJ | 05/2022 | 01/2023 |
| Kerbeck Cadillac | Atlantic City | NJ | 10/2019 | 05/2022 |
| Atlantic Care | Egg Harbor Township | NJ | 05/2018 | 09/2019 |
| Gourmet | Galloway | NJ | 03/2017 | 04/2018 |
| Unemployed | Atlantic City | NJ | 12/2015 | 02/2017 |
| Spencer's Gifts | Egg Harbor Township | NJ | 07/2024 | 11/2025 |
| Unemployed | Egg Harbor Twp. | NJ | 02/2024 | 07/2024 |
| Bonefish Grill | King Of Prussia | PA | 10/2023 | 02/2024 |
| Pfs Investments Inc. | Union | NJ | 02/2026 | Present |
| Primerica Financial Services | Union | NJ | 06/2025 | 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-03 |
| S65 | Uniform Investment Adviser Law Examination | 2026-02-14 |
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