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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-06 |
| MI | RA | APPROVED | 2011-08-05 |
Branch Locations
236 1/2 E Front Street Suite 8, Traverse City, MI 49684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Traverse City | MI | 02/1991 | Present |
| Pfs Investments Inc. | Traverse City | MI | 12/1988 | 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. Lee + Associates, LLC, Investment Related, 6073 Belmont Ct. Grand Blanc, MI, 48439, Primerica Business Purposes, Owner, 07/2017 to Present, 160 hours per month (140 hours per month during securities trading hours), legal entity formed solely for Primerica business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1989-04-04 |
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