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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-08-11 |
Branch Locations
23403 E Mission Ave Ste 203-C, Liberty Lake, WA 99019 • United States
Spokane, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Liberty Lake | WA | 02/2011 | Present |
| Community Health Plan Of Washington | Seattle | WA | 04/2017 | 04/2022 |
| Providence Health & Services | Spokane | WA | 08/2016 | 12/2017 |
| Chas Health | Spokane | WA | 05/2012 | 04/2017 |
| Pfs Investments Inc. | Liberty Lake | WA | 06/2021 | 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. PNP FINANCIAL GROUP LLC, Not Investment related, Liberty Lake, Washington 99019, Agent/Rep/Owner,11/2023 to present, 160 hours committed per month, 96 hours during securities trading hours. PNP HOLDINGS LLC, Not Investment related, Spokane, Washington, Ownership/Owner/Member, (0 hours committed per month, (0 hours during securities trading hours. Spokane Slavic Chamber of Commerce, Not Investment Related, Spokane, WA 99224, Founder/Board Member/Chair, 12/2024 to Present, 10 hours per month (5 hours during securities trading hours)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-16 |
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