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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-02-04 |
Branch Locations
1550 N Mount Juliet Rd Ste 207, Mount Juliet, TN 37122 • United States
Lebanon, TN • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Mount Juliet | TN | 09/1997 | Present |
| Pfs Investments Inc. | Mount Juliet | TN | 09/1997 | 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. Rental Property, Owner, 04/2021 to present, Nature of Business, Rental Property Rents VIA (VRBO) & to Family/Friends, 24800 Perdido Beach Blvd, #305 Orange Beach, AL 36561, Non-Investment elated, Number of hours per month: 4 (0 hours during securities trading hours). National Association of Mental Illness, MT. Juliet, TN, 37122, Spends 1 hour per month on the OBA (1 during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-21 |
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