Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2021-10-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Louisville | KY | 03/1995 | Present |
| Pfs Investments Inc | Louisville | KY | 03/1998 | Present |
| Mora Construction Inc | Louisville | KY | 03/2009 | 06/2018 |
| Ups | Louisville | KY | 10/2018 | 08/2019 |
| Kelly Services | Louisville | KY | 08/2019 | 11/2019 |
| Sgs Consulting | Louisville | KY | 11/2019 | 05/2020 |
| Amerisourecebergen | Brooks | KY | 05/2020 | 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. 08/2012-present, 49% Partner of Vision CSP LLC. Hope Rei LLC, not investment related, Louisville, Kentucky 40218, member, (12/2022) to present, 5 hours committed per month (0 hours during securities trading hours)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-20 |
Reach out to this advisor