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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-07-06 |
Branch Locations
330 Linden Ave Suite 100, Hellertown, PA 18055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Hellertown | PA | 01/2016 | Present |
| Primerica Financial Services | Hellertown | PA | 01/2016 | Present |
| The Perkiomen School | Pennsburg | PA | 08/2010 | 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. True Community Development, not investment related, 5000 Thayer Center, Suite CM, Oakland MD, 21550, Real Estate Development, Member, 01/2022 to present, 10 hours per month (0hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-25 |
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