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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-10-23 |
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 |
|---|---|---|---|---|
| Pfsi Investment Inc. | Hellertown | PA | 03/2018 | Present |
| Primerica Financial Services | Hellertown | PA | 01/2018 | Present |
| Unemployed | 01/2018 | PA | 03/2017 | 01/2018 |
| Meridian Bank | Wyomissing | PA | 07/2015 | 03/2017 |
| Victory Bank | Limerick | PA | 01/2020 | 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 | 2018-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-29 |
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