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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-08 |
| GA | RA | APPROVED | 2014-03-20 |
Branch Locations
2400 Herodian Way Se Ste 110-W, Smyrna, GA 30080 • United States
Marietta, GA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments, Inc | Smyrna | GA | 07/2011 | Present |
| Primerica Financial Services | Smyrna | GA | 02/2009 | Present |
| Ksa | Lawrenceville | GA | 03/2016 | 01/2017 |
| Bw Holdings Llc | Atlanta | GA | 03/2016 | 12/2016 |
| Landmark Financial | Smyrna | GA | 10/2019 | Present |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. As of 10/15/2019 these sales activities will be conducted under the D/B/A of Landmark Financial. 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-27 |
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