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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-18 |
| CO | RA | APPROVED | 2016-12-22 |
Branch Locations
1401 S Taft Ave, Loveland, CO 80537 • United States
Berthoud, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Loveland | CO | 07/2015 | Present |
| Boulder County Housing And Human Resources | Boulder | CO | 09/2014 | 10/2019 |
| Primerica Financial Services | Loveland | CO | 05/2014 | 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. Author, 612 Bristlecone Court, Berthoud, CO 80513, Spends 10 Hours Per Month On Outside Business, Spends 0 Hours Per Month On Outside Business During Trading Hours) Q4 Financial Designs LLC, Investment-Related, Berthoud, CO, 80513, Owner, Primerica Entity Created Solely for The Purpose of Primerica Business, 11/2024 To Present, 180 Hours Per Month (80 During Securities Trading Hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-30 |
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