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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-13 |
| AL | RA | APPROVED | 2019-07-09 |
Branch Locations
1401 I-85 Parkway Suite A, Montgomery, AL 36106 • United States
Montgomery, AL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alabama State University | Montgomery | AL | 08/2013 | 11/2018 |
| Primerica Financial Services | Montgomery | AL | 01/2015 | Present |
| Pfs Investments Inc. | Montgomery | AL | 08/2015 | 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. Frederick Pellum Properties, Montgomery, AL 36117, Real Estate Investing, Owner, 2 hours committed per month (0 hours during securities trading hours). I85 Partnership, LLP, Partner, 07/2026 to Present, Montgomery, AL 36106, Not Investment Related, 1 Hour Per Month (1 Hour During Securities Trading Hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-05 |
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