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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-10-25 |
Branch Locations
102 Broadway Street Suite 500-A, Carnegie, PA 15106 • United States
6354 J F Jay Rd Bldg 1-A, Gainesville, GA 30506 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Gainesville | GA | 11/2011 | Present |
| Primerica Financial Services | Gainesville | GA | 07/2011 | Present |
| The Balanced Scorecard Institute | Cary | NC | 07/2010 | Present |
| Sterling Consulting Group | Seminole | FL | 01/2006 | 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. Commission On Law Enforcement Accreditation, 13575 Heathcote Blvd, Suite 320, Gainesville VA 20155...Not Investment Related. I Am an Assessor Who Periodically Audits the Performance of Other Law Enforcement Agencies and Verifies Compliance with Calea Standards. This Is Periodic Employment Which Entails Approximately 60 To 80 Hours Per Year. The Balanced Scorecard Institute...2000 Regency Pkwy, Suite 425, Cary NC 27518. I Am a Senior Associate of The Firm Which Instructs Clients in The Architecture and Development of Strategic Management Systems Utilizing The Balanced Scorecard Model. Currently, This Employment Involves Approximately 100 To 200 Hours Per Year. This Is Not Investment Related Employment. Sterling Consulting Group, Owner, 06/2006 to Present, Consulting and Music, Seminole, FL 33776, Non-Investment Related, 1 Hour Per Month (0 Hours During Securities Trading Hours). TerrySterling Music dba Heaven's Gate Productions, Not investment related, Blue Ridge, GA 30513, Owner/Producer (1099), 05/2026 to Present, 40 hours committed per month (10 hours during securities trading hours), Music Related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-19 |
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