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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-09 |
| ID | RA | APPROVED | 2021-10-08 |
Branch Locations
1678 S Woodsage Ave Suite 110, Meridian, ID 83642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Meridian | ID | 05/2020 | Present |
| Primerica Financial Services | Meridian | ID | 01/2020 | Present |
| Franz Witte Landscape | Boise | ID | 02/2018 | 07/2021 |
| Pacific Landscape Management | Beaverton | OR | 06/2015 | 02/2018 |
| Juuva | Pleasant Grove | UT | 08/2018 | 10/2020 |
| Boise Window & Doors, Llc. Dba Renewal By Andersen | Boise | ID | 03/2024 | 12/2024 |
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. Action Solar (1099), Not investment related, Lehi, UT 84043, Sales Rep, 02/2023 to Present, 4 hours committed per month (0 hours during securities trading hours). Summit View Landscape, LLC., Not investment related, Garden City, ID 83714, Owner, 01/2025 to Present, 140 hours committed per month (100 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-29 |
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