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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-16 |
| WA | RA | APPROVED | 2024-09-09 |
Branch Locations
2210 Riverside Dr Ste 220-A, Mt Vernon, WA 98273 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Mt Vernon | WA | 06/2020 | Present |
| Primerica Financial Services | Mt Vernon | WA | 03/2018 | Present |
| Camano Island Dental Center | Camano Island | WA | 06/2019 | 04/2025 |
| Seattle Arch Diocese- Catholic Church | Stanwood | WA | 03/2015 | 06/2018 |
| Camano Cottage Llc | Camano Island | WA | 01/2004 | 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. Camano Cottage LLC, Not investment related, Camano Island, WA 98282, Nature of Business: Administration and business support services, Position/Title: Part Owner/Governor, 01/2004 to Present, 10 hours committed per month (0-2 hours during securities trading hours). Camano Cottage LLC DBA: Camano Cottage Motorsports, Not Investment Related, Camano Island, WA 98282, Nature of Business: mechanic workshop; consulting and educational services regarding mechanics and DIY projects, Position/Title: Part Owner/Governor, 02/2026 to Present, 5 hours per month (0 of hours per month during securities trading hours). Lucas & Associates, Inc., Investment Related, Mount Vernon, WA 98273, Primerica Business Purposes, Nature of Business: Primerica Business Support, Position/Title: Office Manager (1099), 05/2025 to Present, 20 hours per month (15 of hours per month during securities trading hours), Legal Entity Formed Solely For Primerica Business Purposes for uplines Primerica entity. Gregory D. Covert, Investment Related, Salem, OR 97036, Nature of Business: Primerica Business Purposes, Position/Title: Office Manager (1099), 06/2025 to Present, 10 hours per month (10 of hours per month during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-28 |
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