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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-01-20 |
Branch Locations
4209 Charlestown Rd Ste 105, New Albany, IN 47150 • United States
2520 St Rose Pkwy Ste H2-220F, Henderson, NV 89074 • 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. | New Albany | IN | 08/1997 | Present |
| Pfs Investments Inc | New Albany | IN | 09/1999 | Present |
| American National University | South Bend | IN | 10/2015 | 02/2017 |
| Indiana University South Bend | South Bend | IN | 02/2017 | 12/2017 |
| Indiana University | South Bend | IN | 01/2019 | 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. David M. Burns, Non-Investment Related, 3016 Portage Ave, South Bend, IN 46628, Power of Attorney and Health Care Representative, 03/2021 to present, 12 hours per month (3 hours per month during securities trading hours), acting POA and HCR for Uncle
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-08 |
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