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Detailed Report
Mary Jo Anne Webb
MARY JO ANNE WEBB, MaryJo Anne Webb
CRD#: 4450153
IA
Investment Adviser
B
Broker
PRIMERICA ADVISORSCRD#: 10111 314 W BROAD ST
STE 121
QUAKERTOWN, PA 18951
Registration History
2002200420062008201020122014201620182020202220242026IAPRIMERICA ADVISORS (CRD# 10111)2023 - Present (1 year)BPFS INVESTMENTS INC. (CRD# 10111)2022 - Present (2 years)BPFS INVESTMENTS INC. (CRD# 10111)2001 - 2008 (7 years)
License(s)

State Registrations

B
Pennsylvania 10/6/2022
IA
Pennsylvania 10/3/2023

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
PRIMERICA ADVISORS (CRD#:10111)
314 W BROAD ST STE 121, QUAKERTOWN, PA 18951
Registered with this firm since 10/3/2023
B
PFS INVESTMENTS INC. (CRD#:10111)
314 W BROAD ST STE 121, QUAKERTOWN, PA 18951
Registered with this firm since 9/9/2022
Previous Registration(s)
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B
 12/13/2001 - 12/31/2008 PFS INVESTMENTS INC. (CRD#:10111) DULUTH, GA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.