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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2017-05-31 |
Branch Locations
533 West 2600 South Suite 130, Bountiful, UT 84010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Bountiful | UT | 07/2012 | Present |
| Primerica Financial Services | Bountiful | UT | 06/2011 | Present |
| Granite School District | Salt Lake City | UT | 08/1982 | 08/2017 |
| Granite School District | Salt Lake City | UT | 03/2019 | 05/2019 |
| Osher | Salt Lake City | UT | 10/2022 | 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. DK Creatives, LLC, Not Investment Related, West Jordan, UT 84084, Nature of Business: Photography and wooded projects., Position/Title: Owner, 16 hours per month (4 of hours per month during securities trading hours). RGH Bookkeeping, Not investment related, West Jordan, UT 84084, Owner, 12/2025 to Present, 20 hours committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-18 |
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