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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2012-06-22 |
Branch Locations
533 West 2600 South Suite 130, Bountiful, UT 84010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Bountiful | UT | 02/2011 | Present |
| Primerica Financial Services | Bountiful | UT | 06/2010 | 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. 1. GEARY-PAGE PROPERTIES, LLC NOT INVESTMENT RELATED ESTABLISHED TO RECEIVE RENTAL INCOME FROM TWO RENTAL PROPERITIES OWNED BY LINDA SUE GEARY AND ANOTHER PERSON: (A) A CONDOTEL UNIT IN MOAB, UT; AND (B) A TOWNHOUSE IN ST. GEORGE, UT. POSITION: MANAGER AND GENERAL PARTNER INCORPORATED 10/14/2008 TIME COMMITMENT: 2-4 HOURS PER MONTH MY DUTIES INCLUDE RECEIVING AND DEPOSITING RENTAL INCOME AND MAKING PAYMENT OF MONTHLY MORTGAGE INSTALLMENTS, HOMEOWNERS ASSOCIATION FEES, AND OTHER COSTS; AND MAINTAINING CORPORATION RECORDS FOR TAX REPORTING. 2. GREENBROOK CORPORATION NOT INVESTMENT RELATED ESTABLABLISHED AS MANAGEMENT ENTITY FOR RENTAL BUSINESS LOCATED IN SALT LAKE CITY, UT. POSITION: OWNER AND REGISTERED AGENT INCORPORATED: 12/23/2008 TIME COMMITMENT: 5-10 HOURS PER YEAR FOR LICENSURE RENEWAL AND PREPARATION OF DOCUMENTATION FOR TAX REPORTING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-28 |
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