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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-07 |
| GA | RA | APPROVED | 2020-10-20 |
Branch Locations
925 Sanders Rd Suite 23, Cumming, GA 30041 • United States
Hoschton, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Cumming | GA | 10/1999 | Present |
| Citigroup/Pfsu | Murfreesboro | TN | 06/2007 | 12/2016 |
| Pfs Investments Inc. | Cumming | GA | 12/1999 | 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. Self employed, landlord/Rental Property, 12/2016 to present, Buford, GA Haw Then Hee, LLC, non investment related, Cumming, GA 30041, Director/Officer/Organizer/Agent, Children's Book. Board Member/ Corporate Partner - Manna Treatment. Board Member/ Corporate Partner - Manna Fund.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-12 |
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