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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2020-05-28 |
Branch Locations
6511 Basile Rowe Ste C102, E Syracuse, NY 13057 • United States
179 W Main St Ste 116, Forest City, NC 28043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gartner Equipment Co. | Syracuse | NY | 08/1995 | 12/2019 |
| Primerica Financial Services | Forest City | NC | 11/2016 | Present |
| Pfs Investments Inc. | Forest City | NC | 04/2017 | Present |
| Ohio Electric Motors | Barnardsville | NC | 08/2022 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-24 |
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