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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-03-14 |
| TX | RA | APPROVED | 2015-12-14 |
Branch Locations
12729 Wolf Rd Ste A, Geneseo, IL 61254 • United States
Chillicothe, IL • 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 | Geneseo | IL | 04/2012 | Present |
| Primerica Financial Services | Geneseo | IL | 10/2010 | 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. Marie Russell, LLC, Partner, Non-Investment Related, San Antonio, TX, July 2007 to Present Dang G LLC, Investment Related, 939 Great Tree Dr. San Antonio, TX 78260, Primerica Business Purposes, Owner, 8/10/2017 to Present, 160 hours per month (140 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-15 |
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