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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-06-27 |
Branch Locations
1678 S Woodsage Ave Suite 110, Meridian, ID 83642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Meridian | ID | 07/2007 | Present |
| Primerica Financial Services | Meridian | ID | 02/2007 | Present |
| Innovage | Denver | CO | 06/2023 | 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. Monroe and Associates LLC (PFS Entity), ID, Start Date 05/2021-currect, Spends 30 hours per month (25 during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-13 |
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