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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-02-04 |
| WA | RA | APPROVED | 2011-07-22 |
Branch Locations
7025 27Th Street W Suite #7A, University Place, WA 98466 • United States
Tacoma, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | University Place | WA | 08/1995 | Present |
| Pfs Investments Inc. | University Place | WA | 12/1997 | 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. S.E. Manley and Associates, LLC, Investment Related, 13105 42nd Ave. Tacoma, WA 98446, Primerica Business Purposes, Owner, 02/2017 to Present, 160 hours per month (160 hours per month during securities trading hours), legal entity formed by OSJ solely for Primerica business. Vacation Rental, not investment related, 41651 Jupiter Hills Court Unit 8-15, Palm Desert, CA 92211, start date 01/2022 to present, CO-Owner, nature of business, Rental income from Vacation Rental Conco, 4 hours committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-21 |
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