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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2018-10-15 |
Branch Locations
15111 8Th Ave Sw Ste 201-C, Burien, WA 98166 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Burien | WA | 05/2015 | Present |
| Primerica Financial Services | Burien | WA | 09/2011 | Present |
| Sqi, Inc. | Woodinville | WA | 10/2017 | 08/2021 |
| Wash .ST. Employment Sec | Olympia | WA | 08/2021 | 01/2022 |
| Weiss & Associates | Kirkland | WA | 01/2022 | 10/2024 |
| Moos Tax & Accounting, Pllc. | Kirkland | WA | 10/2024 | Present |
| Polaris Injury Law | Bothell | WA | 04/2026 | 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. Various Offices/clients, Not investment related, Woodinville, WA, Consulting, 07/26/2015 to Present, 3 hours committed per month (2 hours during securities trading hours). Landlord, Not investment related, Snohomish, WA, 04/2016 to Present, Owner, 6 hours committed per month (1 hour during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-11 |
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