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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-11-19 |
Branch Locations
258 Ushers Rd Ste 202, Clifton Park, NY 12065 • United States
520 Christiana Medical Center, Newark, DE 19702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Newark | DE | 07/2023 | Present |
| Pfs Investments Inc. | Newark | DE | 01/2024 | Present |
| Anywhere Integrated Services | Harrisburg | PA | 08/2020 | 10/2023 |
| Reliance Therapy | Middletown | PA | 11/2020 | 07/2022 |
| Target | Frederick | MD | 03/2020 | 08/2020 |
| Tropical Smoothie Cafe | Frederick | MD | 08/2017 | 06/2020 |
| Hood College | Frederick | MD | 08/2015 | 05/2019 |
| Perdue | Salisbury | MD | 02/2024 | 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 | 2024-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-03 |
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