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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-12-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Cedars Of Chapel Hill | Chapel Hill | NC | 08/2014 | 10/2016 |
| Wells Fargo Bank Na | Cary | NC | 03/2018 | 04/2020 |
| Wells Fargo Clearing Services, Llc. | Cary | NC | 03/2018 | 04/2020 |
| Suntrust Bank | Cary | NC | 10/2016 | 03/2018 |
| Western Southern Insurance Co | Cary | NC | 07/2016 | 10/2016 |
| Primerica Financial Services | Garner | NC | 05/2005 | Present |
| Pfs Investments Inc. | Garner | NC | 06/2020 | Present |
| Infinity Financial Scv. | Morrisville | NC | 12/2015 | 12/2018 |
| Ttp Solutions | Chesterfield | MI | 09/2021 | 09/2021 |
| Scholarpath | St Peters | MO | 03/2022 | Present |
| Sheetz | Louisburg | NC | 08/2024 | 01/2025 |
| Reina Consulting, Inc. | Youngsville | NC | 02/2025 | 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. Lyft, Not investment related, Raleigh, NC 27616, Self-employed Driver, 05/2020 to Present, 0 hours committed per month (0 hours during securities trading hours). Instacart, Not investment related, San Francisco, CA 94105, Shopper, 05/2021 to Present, 20 hours committed per month (20 hours during securities trading hours). Uber, Not investment related, San Francisco, CA 94103, Driver, 06/2021 to Present, 60 hours committed per month (40 hours during securities trading hours). 1099 Ladies No Cost Networking, Inc. (aka 1099 Ladies Networking), Not investment related, 4304 Warfield Place, Raleigh, NC 27604, Founder, 10/2019 to Present, Nature of Business: Ladies Networking Group, 22 hours committed per month (22 hours during securities trading hours). Reina Consulting, Inc (Entity Formed 01/10/2025), Investment Related, Youngsville, NC 27596, Owner, Multiple Rental Properties, 7/15/1999 to Present, 5 hours per month (0 hours during securities trading hours)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-11 |
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