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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2021-10-01 |
Branch Locations
161 W Hailey Springs Rd 104 Suite 203, Bozeman, MT 59718 • United States
8400 Belleview Dr Suite 230, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Bozeman | MT | 04/2000 | Present |
| Pfs Investments Inc | Bozeman | MT | 01/2001 | Present |
| Sound City Bible Church | Shoreline | WA | 01/2015 | 03/2017 |
| Bend Soap Company | Bend | OR | 03/2017 | 06/2019 |
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. Tuttle Enterprises LLC (DBA: Thriving Business Ventures), Founder/CEO, 08/2022 to present, Strategic Business Consulting, Bozeman, MT 59718, Non-investment related, X 150 hours per month (150 of hours per month during securities trading hours)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-10 |
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