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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2022-01-31 |
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 |
|---|---|---|---|---|
| Pfs Investments Inc. | Johnston | RI | 12/2015 | Present |
| Primerica Financial Services | Johnston | RI | 04/2015 | Present |
| Casey Emi | Cranston | RI | 03/2016 | 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. House Dr Home Inspections, North Smithfield, RI 02896, Sub Contractor, 08/2020 to Present, 165 hours committed per month (7 hours during securities trading hours). RAM Holdings LLC., Not investment related, North Smithfield, RI 02896, Nature of Business: Real estate holding company, Position/Title: Partner, 06/2026 to Present, 10 hours committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-15 |
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