Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-28 |
| GA | RA | APPROVED | 2024-08-26 |
Branch Locations
3150 Holcomb Bridge Rd Ste 101-E, Norcross, GA 30071 • United States
Lawrenceville, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Brooklyn | NY | 05/2008 | 04/2017 |
| Pfs Investments Inc | Brooklyn | NY | 10/2013 | 04/2017 |
| Hsbc Bank Usa, N.A. | Brooklyn | NY | 05/2017 | 11/2017 |
| Hsbc Securities (Usa) Inc | Brooklyn | NY | 06/2017 | 11/2017 |
| Primerica Financial Services | Norcross | GA | 05/2008 | Present |
| Pfs Investments Inc. | Norcross | GA | 03/2018 | 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. WISDOM & WEALTH PARTNERS LLC., NOT INVESTMENT RELATED, LAWRENCEVILLE, GA 30043, OWNER, 03/18/2021 TO PRESENT, DEVOTES 160 HOURS PER MONTH (80 DURING SECURITIES TRADING HOURS) ENTITY FOR PRIMERICA BUSINESS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-07 |
Reach out to this advisor