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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-21 |
| MO | RA | APPROVED | 2011-08-16 |
Branch Locations
5800 E Bannister Rd Suite 240, Kansas City, MO 64134 • United States
Kansas City, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Kansas City | MO | 08/1992 | Present |
| Pfs Investments Inc. | Kansas City | MO | 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. 4M Financial Group, LLC, Investment Related, Kansas City, MO 64134, Primerica Business Purposes, Owner, 6/25/2025 To Present, 160 Hours Per Month (140 Hours Per Month During Securities Trading Hours), Legal Entity Formed Solely For Primerica Business Purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-30 |
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