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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-08-16 |
Branch Locations
16521 13Th Ave W Ste 207, Lynnwood, WA 98037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Lynnwood | WA | 08/2007 | Present |
| Primerica Financial Services | Lynnwood | WA | 01/2007 | Present |
| Refer To Build And Give | Everett | WA | 08/2018 | 01/2019 |
| South Everett Referral Partners | Everett | WA | 02/2016 | 12/2017 |
| Lake Connor Park | Lake Stevens | WA | 09/2022 | Present |
| Pnw Santa | Everett | WA | 11/2018 | 03/2021 |
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. Women Business Owners, Not investment related, Seattle, WA 98103, Nature of Business: Support and encouragement for women business owners, Position/Title: President Elect/President, 4 hours committed per month (3 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-19 |
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