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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2012-03-27 |
Branch Locations
1012 N Bethlehem Pk Ste B, Lower Gwynedd, PA 19002 • United States
Boyertown, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Lower Gwynedd | PA | 05/1985 | Present |
| Pfs Investments Inc. | Lower Gwynedd | PA | 04/1986 | 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. Cyndine Associates, Investment Related, Boyertown, PA 19512, Primerica Business Purposes, Owner, 05/17/1996 To Present, 0 Hours Per Month (0 Hours Per Month During Securities Trading Hours), Legal Entity Formed Solely For Primerica Business Purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-04 |
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