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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2013-01-29 |
Branch Locations
9067 S 1300 W Ste 102, West Jordan, UT 84088 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | West Jordan | UT | 09/2012 | Present |
| Emc Corporation | Draper | UT | 06/2012 | 09/2016 |
| Heaton Honey Llc | Riverton | UT | 02/2012 | Present |
| Primerica Financial Services | West Jordan | UT | 12/2010 | Present |
| University Of Utah | Salt Lake City | UT | 08/2015 | Present |
| Dell Emc | Riverton | UT | 10/2016 | 09/2022 |
| Broadcom | Riverton | UT | 08/2023 | 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. 10/2010-Present, 50% Owner of Heaton Properties (rental property), As of 04/30/15. Llewelyn Properties, Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-23 |
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