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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-02-17 |
Branch Locations
1401 S Taft Ave Ste 102-C, Loveland, CO 80537 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Loveland | CO | 09/2021 | Present |
| Primerica Financial Services | Loveland | CO | 03/2021 | Present |
| Vertiv | Fort Collins | CO | 08/2010 | 04/2022 |
| Uber | Loveland | CO | 01/2017 | 10/2019 |
| Lyft | Loveland | CO | 03/2017 | 10/2019 |
| Connect For Health Colorado | Denver | CO | 04/2022 | 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-02-27 |
| S65 | Uniform Investment Adviser Law Examination | 2022-01-20 |
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