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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-13 |
| CO | RA | APPROVED | 2011-10-26 |
Branch Locations
7150 Campus Dr Ste 265, Colorado Springs, CO 80920 • United States
Colorado Springs, CO • United States
2 disclosure categories 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 | Colorado Springs | CO | 05/2000 | Present |
| Pfs Investments Inc. | Colorado Springs | CO | 08/2000 | 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. BTB, LLC, Investment Related, 540 Elkton Dr. Ste 104 Colorado Springs, CO 80907, Primerica Business Purposes, Owner, December 2010 to Present, 200 hours per month (120 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes. BTB SUP LLC, Not Investment Related, Colorado Springs, CO 80908, Nature of Business (Gun Parts), Position/Title (Partner), Start Date 07/24/2021 to Present, No time commitment, entity formed to purchase & own a gun part only JC Ranch, non investment, Colorado Springs, CO 80908, Ministry, Co-founder, 2/22/2018 to Present, Nonprofit, Not operational, 0 hours per month (0 hours per month during securities trading hours)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-26 |
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