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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-08-24 |
Branch Locations
3530 Ne Old Belfair Hwy Ste D, Belfair, WA 98528 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Belfair | WA | 01/2019 | Present |
| Primerica Financial Services | Belfair | WA | 09/2018 | Present |
| Self Employed | Belfair | WA | 06/2014 | 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. I am self employed. I clean houses for three different people. I clean one weekly at three hours per week, I clean another bi-weekly at two hours per cleaning, and the third is cleaned bi-weekly during the summer only at five hours per cleaning. They each pay me directly for services rendered. I am solely responsible for this business. It is not related to any securities business. I started cleaning houses in July 2014 and still do it presently, part time. Diamond Dust Farm, Not Investment Related, Belfair, Washington 98528, Farmer/Owner, 10/24 to present, 20 hours committed per month (1 hour during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-07 |
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