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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2012-10-29 |
Branch Locations
6500 Harbour View Ct Suite 200-B-1, Midlothian, VA 23112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Midlothian | VA | 12/2011 | Present |
| Primerica Financial Services | Midlothian | VA | 03/2011 | Present |
| Pfsu | Midlothian | VA | 06/2017 | 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. AGA - Applied General Agency, Not investment related, Anaheim, CA 92807, Nature of Business: Medicare coverage sales, including supplements, advantage plans and prescription drug plans, Position/Title: Medicare Broker (1099), 10 hours committed per month (5 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-30 |
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