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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-04-03 |
Branch Locations
950 Trade Centre Way Ste 303, Portage, MI 49002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Portage | MI | 10/2021 | Present |
| Primerica Financial Services | Portage | MI | 01/2021 | Present |
| Homemaker | Richland | MI | 12/2016 | 01/2021 |
| Kalamazoo County Sheriff's Department | Kalamazoo | MI | 07/2013 | 12/2016 |
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. Gracespring Bible Church, Not investment related, Richland, MI 49083, Worship Leader (1099), 07/2026 to Present, 20 hours committed per month (2 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-27 |
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