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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-08-10 |
Branch Locations
314 W Broad St Ste 121, Quakertown, PA 18951 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Quakertown | PA | 04/2017 | Present |
| Primerica Financial Services | Quakertown | PA | 10/2016 | Present |
| Reiser, Llc (Uber) | Philadelphia | PA | 08/2016 | 12/2016 |
| Dorman Products Inc | Colmar | PA | 04/2017 | 05/2017 |
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. Bergey's Electric, Inc, Not Investment Related, 2880 Penn Street Hatfield, PA 19440, Self-Employed HR Consultant, April 2019 to present, (4 hours per month during securities trading hours), Handles HR duties. 02/2020 - Present, Plexus Worldwide, Ambassador, Scottsdale, Arizona, spends 5 hours per month on outside business ( spends 0 hours on outside business during trading hours). Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-25 |
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