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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-20 |
| SC | RA | APPROVED | 2025-01-07 |
Branch Locations
100 S Main St Suite I, Summerville, SC 29483 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Summerville | SC | 01/2003 | Present |
| Pfs Investments Inc | Summerville | SC | 06/2016 | 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. Gerten & Associates, LLC - Investment Related, Moncks Corner, SC 29461 - Primerica Business Purposes - Owner, 5/12/2022 To Present, 160 Hours Per Month (120 Hours Per Month During Securities Trading Hours), Legal Entity Formed Solely For Primerica Business Purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-22 |
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