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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-26 |
Branch Locations
1098 Washington Crossing Rd Suite 3B, Washington Crossing, PA 18977 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Washington Crossing | PA | 05/2023 | Present |
| Pfs Investments Inc. | Washington Crossing | PA | 04/2024 | Present |
| Bucks County Community College | Newtown | PA | 08/2023 | 03/2024 |
| Morrisville Municipal Authority | Morrisville | PA | 06/2022 | 08/2023 |
| Four Paws | Morrisville | PA | 07/2021 | 06/2022 |
| Pennsbury School District | Fairless Hills | PA | 01/2014 | 06/2022 |
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 | 2025-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-21 |
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