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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-11-04 |
Branch Locations
13832 N 32Nd St Ste 224, Phoenix, AZ 85032 • United States
2401 Regency Rd Ste 104, Lexington, KY 40503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 11/2011 | 03/2020 |
| Unionbanc Investment Services | Tempe | AZ | 03/2020 | 06/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Scottsdale | AZ | 10/2022 | 11/2022 |
| Echo Tango 03 Llc | Anthem | AZ | 05/2020 | Present |
| Primerica Financial Services | Phoenix | AZ | 09/2023 | Present |
| Pfs Investments Inc. | Phoenix | AZ | 10/2024 | Present |
| Worldwide Jet | Phoenix | AZ | 05/2024 | 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. Echo Tango 03, LLC., Not investment related, Anthem, AZ 85086, Owner, 05/2020 to Present, 0 to 2 hours a month (0 hours a month during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-01 |
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