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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-01-12 |
Branch Locations
10 Strecker Rd Ste 1110, Ellisville, MO 63011 • United States
5440 W 110Th Street Suite 300 Office 3087, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | St. Charles | MO | 06/2008 | 12/2018 |
| Pfs Investments Inc. | Ellisville | MO | 09/2020 | Present |
| Primerica Financial Services | Ellisville | MO | 01/2002 | Present |
| Express Scripts | St. Louis | MO | 07/2008 | 09/2020 |
| Truveris | New York | NY | 09/2020 | 08/2021 |
| Medimpact | San Diego | CA | 08/2021 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-22 |
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