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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2012-06-04 |
Branch Locations
3636 Utica Ridge Road Ste B, Bettendorf, IA 52722 • United States
Blue Grass, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Bettendorf | IA | 07/2000 | Present |
| Pfs Investments Inc. | Bettendorf | IA | 05/2001 | 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. Legacy West, LLC, investment-related, 1791 Zachary Avenue, Blue Grass, IA 52726, Primerica business purposes, member, 7/1/2022 to present, 0 hours per month (0 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes Classic Tractor Works, Inc 01/1994 - Present; QCI Properties, LLC 25% Partner 12/2011 - Present - Rental Income. 11/2009 - Present - Rental Income; PMW Storage 25% Partner 12/2011 - Present - Rental Income
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-17 |
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