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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-30 |
Branch Locations
330 Linden Ave Suite 100-A, Hellertown, PA 18055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Hellertown | PA | 07/2022 | Present |
| Pfs Investments Inc. | Hellertown | PA | 06/2024 | Present |
| Bhg Financial | Syracuse | NY | 09/2021 | 11/2023 |
| Bank Of America | Doylestown | PA | 04/2019 | 08/2021 |
| Td Bank | Harleysville | PA | 04/2013 | 04/2019 |
| Mro Corp | Norristown | PA | 09/2019 | Present |
| Primerica Office Dba Diehl Financial Group | Hellertown | PA | 03/2025 | Present |
| Upper Bucks Christian School | Sellersville | PA | 08/2025 | 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. SMART Capital Consulting, LLC., Not investment related, Pennsburg, PA 18073, Sole Member/Ownership, 05/2024 to Present, 80 hours committed per month (4 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-03 |
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