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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-04-03 |
Branch Locations
1302 W Milham Avenue, Portage, MI 49024 • United States
4500 Leeds Ave Ste 245 W, N Charleston, SC 29405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Charleston | SC | 08/2019 | Present |
| Primerica Financial Services | Charleston | SC | 05/2000 | Present |
| Sysco Columbia Llc | Columbia | SC | 10/2013 | 10/2021 |
| Drake Financial Group | Portage | MI | 01/2021 | 02/2024 |
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 | 2020-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-19 |
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