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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-03-23 |
Branch Locations
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 |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Norcross | GA | 09/2015 | 11/2019 |
| Grace M Williams Cpa Pc | Norcross | GA | 01/2015 | 12/2022 |
| Avantax Investment Services,Inc. | Norcross | GA | 09/2020 | 12/2022 |
| Avantax Insurance Agency, Llc | Norcross | GA | 09/2020 | 12/2022 |
| Grace M. Williams Cpa, Pc | Norcross | GA | 02/2021 | 12/2022 |
| Avantax Advisory Services | Norcross | GA | 03/2022 | 12/2022 |
| Primerica Financial Services | Cumming | GA | 11/2019 | Present |
| Pfs Investments Inc. | Cumming | GA | 02/2023 | 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. Instacart, Not investment related, San Francisco, CA 94105, Independent Contractor (1099), 03/2025 to Present, 30 hours committed per month (10 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-12 |
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