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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2011-08-09 |
Branch Locations
11225 College Blvd Suite 120-B, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments, Inc. | Overland Park | KS | 07/2007 | Present |
| Primerica Financial Services | Overland Park | KS | 04/2004 | Present |
| Airbnb | Kansas City | MO | 11/2011 | 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. Nano Supply, LLC. Is The Name of The Business. It Is Not Investment-Related. The Address Is 7321 Mercier Street Kansas City, MO 64114. The Business Supplies a Construction Company with Supplies. I am the Co-CEO. This Relationship Started in September 2011. The Approximate Number of Hours Devoted Are Currently Around 40 Hours A Month, With Roughly 2 Hours of Business Conducted During Securities Trading Hours. Pen Pals, LLC, Partner (Board Member), 11/2021 To Present, Nature of Business: Real Estate Investing, 2821 W 91st Street, Leawood, KS 66206, Investment Related, # Of Hours Per Month: 0 (0 Hours Per Month During Securities Trading Hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-30 |
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