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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-17 |
Branch Locations
1000 Willagillespie Rd Ste 100-A, Eugene, OR 97401 • United States
Eugene, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Eugene | OR | 04/2001 | Present |
| Pfs Investments Inc | Eugene | OR | 04/2011 | 02/2017 |
| Capital Financial Services, Inc | Minot | ND | 03/2017 | 02/2018 |
| Legacy Financial Services | Eugene | OR | 03/2017 | 02/2018 |
| Pfs Investments Inc. | Eugene | OR | 04/2018 | 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. Sweet Endeavors, Inc., (Non-operational), Not investment related, Eugene, OR, Owner, 01/2024 to Present, 0 hours committed per month (0 hours during securities trading hours). Rental Property, Owner, 07/2001 to Present, 1320 Menlo Loop, Springfield, OR, 1 hour committed per month (0 hours during securities trading hours). Oh My Mini Donuts, Not investment related, Eugene, OR, Owner, 10/2024 to Present, 15 hours committed per month (0 hours during securities trading hours). Sweet Bay Shave Ice, LLC., Not investment related, Eugene, OR, Owner, 01/2024 to Present, 3 hours committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-04 |
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