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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-08 |
Branch Locations
101 Bill Smith Blvd Rm 2, King Of Prussia, PA 19406 • United States
3826 N Macarthur Blvd Suite A, Warr Acres, OK 73122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ms Capital Tech Llc | Malvern | PA | 01/2007 | Present |
| Cv Brokerage Inc. | Conshohocken | PA | 10/2016 | 03/2019 |
| Iq Capital (Usa), Llc | New York | NY | 01/2020 | 02/2021 |
| Primerica Financial Services | King Of Prussia | PA | 02/2026 | Present |
| Pfs Investments Inc. | King Of Prussia | PA | 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. MS Capital Tech LLC, non investment related, Paoli, PA 19301, Senior Managing Member, consulting with businesses as a in marketing and business technology strategy, 40 hours a month (10 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2026-03-13 |
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