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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-18 |
Branch Locations
7440 Mcknight Road Suite 201D, Pittsburgh, PA 15237 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Pittsburgh | PA | 01/2005 | Present |
| Pfs Investments Inc. | Pittsburgh | PA | 03/2005 | Present |
| Power Of Attorney | Pittsburgh | PA | 06/2009 | 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. I am a Vietnam veteran and served in the United States Army Security Agency from 1962 to 1966. 11/2017 - PRESENT: Fernwood Enterprises LLC; Owner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-15 |
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