Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-17 |
Branch Locations
8830 E Germann Rd Building 27 Ste F, Mesa, AZ 85212 • United States
6745 Rangewood Drive Suite 104-B, Colorado Springs, CO 80918 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Colorado Springs | CO | 06/2014 | Present |
| Pfs Investments Inc. | Colorado Springs | CO | 10/2017 | 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 Chief Capital LLC, investment related, Colorado Springs, CO 80918, Primerica Business Purposes, Member, 03/16/2023 to present, 120 hours per month (60 hours per month during securities trading hours), legal Entity formed solely for Primerica business purposes. Chief M3 Real Estate LLC, Not Investment Related, Colorado Springs, Co 80918, Owner, 03/2023 to Present, 10 hours committed per month, 10 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-10 |
Reach out to this advisor