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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2015-12-07 |
Branch Locations
26105 Orchard Lake Rd Ste 211, Farmington Hills, MI 48334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Farmington Hills | MI | 05/2015 | Present |
| Pfs Investments Inc. | Farmington Hills | MI | 10/2015 | Present |
| Accuworks, Llc | Bloomfield | MI | 02/2009 | Present |
| Cliftonlarsonallen Llp | Naples | FL | 01/2023 | 03/2023 |
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. 05/2019 Present HOA Professional Group West Bloomfield, MI United States 1099 Independent Contractor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-16 |
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