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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2021-03-24 |
Branch Locations
802 Mulberry St Ste Db02, Noblesville, IN 46060 • United States
6105 S Main St Suite 200-B, Aurora, CO 80016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Noblesville | IN | 10/2019 | Present |
| Primerica Financial Services | Noblesville | IN | 01/2018 | Present |
| Lee Supply Corporation | Fort Wayne | IN | 06/2019 | 06/2021 |
| Pine Hills Church | Fort Wayne | IN | 06/2012 | 06/2019 |
| Royal Excursion Charters | Fort Wayne | IN | 07/2026 | 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. Uber, Not investment related, Fort Wayne, IN 46845, Driver (1099), 04/2026 to Present, 40 hours committed per month (20 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-25 |
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