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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-08-04 |
| AZ | RA | APPROVED | 2011-08-11 |
Branch Locations
4365 E Pecos Rd Ste 139, Gilbert, AZ 85295 • United States
Queen Creek, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Srvs | Gilbert | AZ | 05/2003 | Present |
| Pfs Investments Inc | Gilbert | AZ | 08/2003 | Present |
| Town Of Queen Creek | Queen Creek | AZ | 01/2023 | 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. BAM Enterprises, LLC, Investment Related, Gilbert, AZ 85295, Primerica Business Purposes, Owner, January 2011 to Present, 160 hours per month (80 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-24 |
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