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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-04-22 |
| TX | RA | APPROVED_RES | 2019-01-30 |
Branch Locations
6105 S Main St Suite 200-B, Aurora, CO 80016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Aurora | CO | 07/2006 | Present |
| Pfs Investments, Inc. | Aurora | CO | 03/2008 | Present |
| Jackson Hewitt | Littleton | CO | 04/2019 | 05/2019 |
| Walmart | Evergreen | CO | 08/2026 | 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. Uber, Not Investment Related, Denver, CO 80401, Nature of Business: Rideshare Driver, Position/Title: Driver, 09/2024 to Present, 160 hours per month (80 of hours per month during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-22 |
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