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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-21 |
| TN | RA | APPROVED | 2018-01-12 |
Branch Locations
6025 Lee Hwy Ste 326-B, Chattanooga, TN 37421 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Chattanooga | TN | 05/1997 | Present |
| Pfs Investments Inc. | Chattanooga | TN | 05/1997 | 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. Walters and Associates, LLC; Investment related, Chattanooga, TN 37421, Primerica business purposes, Owner, 01/18/2022 to Present, 160 hours per month (130 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-04 |
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