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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-01-04 |
Branch Locations
23403 E Mission Ave Ste 203-E, Liberty Lake, WA 99019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Liberty Lake | WA | 08/2020 | Present |
| Primerica Financial Services | Liberty Lake | WA | 01/2020 | Present |
| Family Learning Organization | Spokane | WA | 02/2008 | 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. Real Estate Investing, owner, 02/2022 to present, nature of business, real estate investing- 15627 North McCartney ST., Rathdrum, ID 83858, investment related 4-5 hours per month, 0-2 during securities trading hours. Scout & Cellar, 1099, Not Investment Related, Dallas, TX 75234, Independent Sales Rep, 5 hours committed per month, 2 hours during securities trading hours. Emma Woolley's Office, Investment related, Blanchard, ID 83804, Part-time Office Manager (1099), 20 hours committed per month (10 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-12 |
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