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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-06-19 |
Branch Locations
25400 Us Hwy 19 N Ste 158-C, Clearwater , FL 33763 • United States
13545 Barrett Parkway Dr Ste 102, St Louis, MO 63021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rotometrics | Eureka | MO | 08/1985 | Present |
| Primerica Financial Services | St Louis | MO | 08/2020 | Present |
| Pfs Investments Inc. | St Louis | MO | 01/2021 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-27 |
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