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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2017-08-01 |
Branch Locations
1338 Hundred Oaks Dr Ste Aa-1, Charlotte, NC 28217 • United States
Fort Mill, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Charlotte | NC | 08/2007 | Present |
| Primerica Financial Services | Charlotte | NC | 06/2007 | 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. BRET COZEWITH GROUP, Not Investment Related, 11432 Laurel View Drive, Charlotte, NC 28273, Owner of the entity exclusively for Primerica Business, start date: 02/2014 to Present, Devotes 180 hours per month, 90 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-15 |
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