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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-02-25 |
Branch Locations
2400 Herodian Way Se Ste 110-H, Smyrna, GA 30080 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Smyrna | GA | 07/1996 | Present |
| Pfs Investments Inc. | Smyrna | GA | 11/1996 | Present |
| Cch Small Firm Services | Kennesaw | GA | 04/2011 | 07/2017 |
| Look Ahead America | Washington | DC | 09/2021 | 02/2024 |
| Landmark Financial | Smyrna | GA | 08/2022 | Present |
| Wolters Kluwer Tax & Accounting | Kennesaw | GA | 07/2017 | Present |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. As of 08/18/2022, these sales activities will be conducted under the D/B/A name of Landmark Financial. 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 | 2020-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-23 |
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