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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2018-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Billings | MT | 02/1989 | Present |
| Self-Employed | Billings | MT | 03/2001 | Present |
| Primerica Financial Services | Billings | MT | 09/1988 | Present |
| Carpenters Local #82 | Great Falls | MT | 03/1993 | 11/2018 |
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. Self Employed of Remodeling Plus Sole Proprietor in remodeling construction Started March 2001. - Not Investment Related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 1989-04-07 |
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