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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2018-10-04 |
Branch Locations
520 Christiana Medical Center, Newark, DE 19702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Newark | DE | 08/2010 | Present |
| Pfs Investments Inc | Newark | DE | 06/2011 | Present |
| Goldey-Beacom College | Wilmington | DE | 03/2018 | Present |
| Hewlett & Company | Wilmington | DE | 01/2005 | 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. 01/2005-PRESENT, Hewlett & Company, Inc., HOCKESSIN, DE, Tax Preparation, Bookkeeping, President & Payroll 100% of time spent on this activity. Iterum Physical Therapy, LLC, Not Investment Related, 10 Whitaker Ct. Bear, DE 19701, Minority Partner, June 2019 to Present, 15 hours per month (15 hours per month during securities trading hours), Physical Therapy Clinic. 02/2021to Present, Iterum Real Estate Holding LLC, Partner, 200 Biddle Avenue, suite 203, spends 8 hours per month on outside business( spends 8 hours per month on outside business during trading hours) Iterum Real Estate Holding, LLC , Not Investment Related, 200 Biddle Ave., Suite 203 Newark, DE 19702, Partner, December 2020 to Present, 8 hours per month (8 hours per month during securities trading hours), legal entity formed solely to hold the lease of Physical Therapy office
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-28 |
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