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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-03-17 |
Branch Locations
28221 Beck Rd Ste A-20-A, Wixom, MI 48393 • United States
8468 M 119 Suite 19A, Harbor Springs, MI 49740 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Harbor Springs | MI | 01/2021 | Present |
| The Broken Spoke | Mackinac Island | MI | 06/2020 | 10/2020 |
| San Morello | Detroit | MI | 11/2018 | 03/2020 |
| Godfellows Wine Cellar | Mackinac Island | MI | 05/2018 | 10/2018 |
| Vertical Detroit | Detroit | MI | 11/2016 | 04/2018 |
| Paradise Wine | Naples | FL | 10/2016 | 12/2018 |
| Enroute Winery | Sebastapol | CA | 07/2016 | 10/2016 |
| Pfs Investments Inc. | Harbor Springs | MI | 09/2021 | Present |
| Unemployed | Haslett | MI | 10/2020 | 01/2021 |
| Unemployed | Detroit | MI | 03/2020 | 06/2020 |
| Rustic Chic Boutique | Mackinac Island | MI | 05/2022 | Present |
| Great Lakes Wine & Spirits | Highland Park | MI | 04/2024 | 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 | 2023-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-17 |
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