Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-16 |
| PA | RA | APPROVED | 2011-07-25 |
Branch Locations
330 Linden Ave Suite 100, Hellertown, PA 18055 • United States
Hellertown, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Hellertown | PA | 08/1984 | Present |
| Pfs Investments Inc. | Hellertown | PA | 08/1984 | Present |
| Diehl Financial Group | Quakertown | PA | 11/2020 | Present |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. As of 11/13/2020 these sales activities will be conducted under the D/B/A of Diehl Financial Group. 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. Team Diehl, Inc., Investment Related, 101 E Mill St, Ste A, Quakertown, PA 18951, Primerica Business Purposes, Owner, 8/15/1997 to Present, 170 hours per month (170 hours per month during securities trading hours), Legal entity formed solely for Primerica business purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 1984-10-13 |
Reach out to this advisor