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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-04-10 |
Branch Locations
202 Main St Ste 3, Longmont, CO 80501 • United States
Estes Park, CO • 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 | Longmont | CO | 02/2013 | Present |
| Primerica Financial Services | Longmont | CO | 05/2011 | Present |
| Ats - Accounting & Tax Soultions, Llc. | Estes Park | CO | 02/2015 | 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. Kiowa Properties, LLC, Co-owner with husband, 05/2017. Rental properties, Co-owner with husband, ongoing. Success Corporation, Investment Related, Estes Park, CO 80517, Primerica Business Purposes, Owner, 6/27/16 to Present, 0 hours per month (0 hours per month during securities trading hours), Legal entity formed solely for Primerica business purposes. Source Corporation Sabina McWhinney, Owner, not investment related, Estes Park, CO 80517, 5/2015 to Present, spends 2 hours per month (0 during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-05 |
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