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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-12-03 |
Branch Locations
2722 S W Temple St Ste A, Salt Lake City, UT 84115 • United States
2904 W Horizon Ridge Pkwy Suite 221-B, Henderson, NV 89052 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Salt Lake City | UT | 08/1997 | Present |
| Winder Farms | West Valley | UT | 06/1992 | 04/2021 |
| Pfs Investments Inc. | Salt Lake City | UT | 01/2025 | 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. White Hat Lawn Care LL, not investment , Owner, West Valley UT, 84120, 150 hours committed per month (140 hours during securities trading hours)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-30 |
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