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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-03-16 |
Branch Locations
2147 Priest Bridge Dr Ste 1, Crofton, MD 21114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Crofton | MD | 06/2025 | Present |
| Pfs Investments Inc. | Crofton | MD | 09/2025 | Present |
| Spotless Glo Cleaning Services, Llc | Saint Leonard | MD | 12/2017 | Present |
| Fredrick High School | Fredrick | MD | 08/2015 | 05/2019 |
| The Clever Connector, Llc | Saint Leonard | MD | 12/2021 | Present |
| Radiant Living Homestays, Llc | Saint Leonard | MD | 12/2019 | 01/2022 |
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. Spotless Glo Cleaning Services, LLC, Business is not investment-related, Saint Leonard, MD 20685, Cleaning business, Managing Director, Start date of the relationship is December 2017, The approximate number of hours/month devoted to the other business is 160 hours per month (including during securities trading hours) Duties relating to the other business include management, leadership, administrative tasks, janitorial, and residential cleaning. The Clever Connector, LLC, Business is not investment-related, Saint Leonard, MD 20685, E-learning business, Founder and owner, Start date of the relationship is December 2021, The approximate number of hours/month devoted to the other business is 4 hours per month (including during securities trading hours) Duties relating to the other business include administrative tasks, content creation, coaching, and consulting. Founders FC, Not investment related, Saint Leonard, MD 20685, Nature of Business: Youth soccer club, Position/Title: Soccer Coach, 11/2024 to Present, 8 hours committed per month (0 hours during securities trading hours). Spot On Building Services, Not investment related, Washington, DC 20019, Nature of Business: General contracting and building services for residential and commercial home improvements, Position/Title: General Manager (1099), 04/2024 to Present, 80 hours committed per month (80 hours during securities trading hours). The Clever Connector: The Easiest Way to Become Powerful, Regardless of Your Situation - The Underdog's Guide to Networking with Billionaires, Celebrities, and Executives, Not investment related, Saint Leonard, MD 20685, Nature of Business: Self-published book, Position/Title: Author (1099), 09/2020 to Present, 0 hours committed per month (0 hours during securities trading hours). The Social Strategist: How to Master Your Social Life, Raise Your Status, and Win More Negotiations, Not investment related, Saint Leonard, MD 20685, Nature of Business: Self-published book, Position/Title: Author (1099), 09/2022 to Present, 0 hours committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-09 |
| S65 | Uniform Investment Adviser Law Examination | 2026-02-19 |
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