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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-09-13 |
Branch Locations
5440 W 110Th Street Suite 300 Office 3087, Overland Park, KS 66211 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2019 | 08/2019 |
| Unemployed | Lenexa | KS | 01/2019 | 04/2019 |
| Swiss Re America Holding Co. | Overland Park | KS | 01/2017 | 01/2019 |
| Swiss Re America Holding Co. | Overland Park | KS | 07/2008 | 01/2017 |
| Primerica Financial Services | Overland Park | KS | 01/2021 | Present |
| Pfs Investments Inc. | Overland Park | KS | 04/2021 | Present |
| Fiireside Llc | Overland Park | KS | 09/2019 | 07/2020 |
| Burg And Barrel | Leawodood | KS | 07/2020 | 09/2020 |
| Spring Management Group | Kansas City | MO | 07/2020 | 12/2020 |
| Plate | Kansas City | MO | 03/2022 | Present |
| Burg & Barrel | Leawood | KS | 10/2022 | 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-05 |
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