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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-02-04 |
| CO | RA | APPROVED | 2011-07-26 |
Branch Locations
6745 Rangewood Drive Suite 104-B, Colorado Springs, CO 80918 • United States
Colorado Springs, CO • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Colorado Springs | CO | 08/2003 | Present |
| Pfs Investments Inc | Colorado Springs | CO | 04/2009 | 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. Johner and Associates, Inc., Investment related, Colorado Springs, CO 80918, Primerica business purposes, Owner, 07/13/2011 to Present, 0 hours committed per month (0 hours during securities trading hours), Legal entity formed solely for Primerica business purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-20 |
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