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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-09-02 |
Branch Locations
1321 Columbia Park Trail Ste C, Richland, WA 99352 • United States
Richland, WA • United States
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 |
|---|---|---|---|---|
| Primerica Financial Services | Richland | VA | 04/2020 | Present |
| Pfs Investment Inc. | Richland | VA | 01/2021 | Present |
| Jlr Interiors | Richland | WA | 03/2003 | Present |
| Spencer Carlson | Kennewick | WA | 08/2019 | 09/2021 |
| Numerica Cu | Kennewick | WA | 02/2018 | 10/2018 |
| Homestreet Bank | Kennewick | WA | 09/2015 | 02/2018 |
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. JLR Interiors, Non-Investment Related, Richland, WA, Self-Employed , 3/03 to Present, up to 15 hours per month (0 hours per month during securities trading hours). Ciprian Logistics Corp., owner, 09/2021 to present , nature of business: furniture delivery services, 6118 Loy Ct, Charlotte, NC 28214-4208, non-investment related, # of hours per month: 30 (15-30 hours per month during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-08 |
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