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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2016-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 03/2009 | 10/2016 |
| Questar Asset Management | Minneapolis | MN | 04/2009 | 10/2016 |
| Primerica Financial Services | Duluth | GA | 11/2016 | Present |
Management/Operations of investment-related products. Creative Financial Partners, Position, Notary Nature, Notarization of Documents Investment Related, no number of hours, 1 securities trading hours 1 start date 12/11/2014. address. 20002 Summit Blvd, Suite 950, Atlanta, GA 30319. Description, Notarize Documents. Creative Financial Partners, Position, Agent Nature, fixed insurance sales investment related, yes number of hours 5, securities trading hours 5, start date 12/11/2014. Address, 2002 Summitt Blvd., Suite 950, Atlanta, GA 30319, Description, Selling fixed insurance products. Questar Asset Management, Position, Principal Nature, Investment Advisory, investment related, yes, number of hours 10, securities trading hours 10. start date 12/11/2014. Address 2002 Summit Blvd, Suite 950, Atlanta, GA 30319. Description, Compliance Financial Advisory.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-13 |
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