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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-09-05 |
Branch Locations
3605 Lorna Ridge Drive, Hoover, AL 35216 • United States
Mountain Brk, AL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Hoover | AL | 09/2019 | Present |
| Primerica Financial Services | Hoover | AL | 09/2019 | Present |
| Life Time | Vestavia Hills | AL | 03/2014 | 08/2024 |
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. Rental Property, Not investment related, Homewood, AL 35209, Landlord/Ownership, 04/2017 to Present, 1 hour committed per month (0 hours during securities trading hours). The Country Club of Birmingham, Fitness Instructor (1099), 10/2024 to Present, Mountain Brook, AL 35213, Fitness Instructor, Not Investment Related, 10 Hours Per Month (0 During Securities Trading Hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-30 |
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