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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-03-25 |
Branch Locations
55 Douglas Pike Suite 206A, Smithfield, RI 02917 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | Boston | MA | 07/1976 | Present |
| Primerica Financial Services | Smithfield | RI | 02/1999 | Present |
| Pfs Investments Inc. | Smithfield | RI | 04/1999 | Present |
| Self-Employed | Roxbury | MA | 02/2006 | 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 | 2014-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-26 |
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