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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-30 |
| CA | RA | APPROVED | 2022-11-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Roseville | CA | 03/2011 | Present |
| Primerica Financial Services | Roseville | CA | 06/2009 | Present |
| Team Limitless | Roseville | CA | 05/2021 | 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. Team Limitless, Inc., investment related, 1200 Melody Ln Ste 100, Roseville, CA 95678, Primerica business purposes, President, 05/27/2021 to present, 160 hours per month (140 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes. Dog Breeder, Power Brothers Amstaff, 07/2021 to present, nature of business: Dog Breeding, 207 Merrow St., California, non investment related, number of hours per month: 10 (0 during securities trading hours)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-01 |
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