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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-02-23 |
Branch Locations
358 A Christopher Ave Ste D, Gaithersburg, MD 20879 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Gaithersburg | MD | 09/2016 | Present |
| Cohnreznick | Bethesda | MD | 03/2011 | 06/2018 |
| Pfs Investments Inc. | Gaithersburg | MD | 04/2017 | Present |
| Rose Financial Solutions | Rockville | MD | 04/2019 | 03/2022 |
| Jones And Company Professional Corporation | Los Angeles | CA | 08/2022 | 12/2022 |
| Infinity Gray Consulting Llc | Montgomery Village | MD | 09/2020 | Present |
| Intuit | Montgomery Village | MD | 12/2025 | 03/2026 |
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. Gray Consulting, LLC, CEO/Managing Member/CPA, 07/2018 to Present, Consulting Services/Tax Prep, Montgomery Village, MD 20886, Not-Investment Related, 200 hours per month (150 hours during securities trading hours). Aamen Care, Inc, Partner, Rockville, MD 20852, Not investment related, 07/2026 to present, 10 hours per month (5 hours during securities trading).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-12 |
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