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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-19 |
| NC | RA | APPROVED | 2022-11-07 |
Branch Locations
2921 Wakefield Crossing Dr Suite 110-4-A, Raleigh, NC 27614 • United States
Wake Forest, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Raleigh | NC | 06/2021 | Present |
| Primerica Financial Services | Raleigh | NC | 04/2021 | Present |
| North Wake Church | Wake Forest | NC | 01/2003 | Present |
| Sychar Properties | Wake Forest | NC | 05/2008 | 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. Sychar Properties 05/2008 to Present, Not Investment Related, 1629 Dodford Ct, Wake Forest, NC 27587, Position: Sole Proprietor, Nature of Business: Real Estate (flipping houses), hours committed per month - 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-16 |
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