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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-02-09 |
Branch Locations
6320 Evergreen Way Ste 207, Everett, WA 98203 • United States
8525 Edinbrook Crossing Ste 215, Brooklyn Park, MN 55443 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Everett | WA | 07/2024 | Present |
| Pfs Investments Inc. | Everett | WA | 02/2025 | Present |
| Primeadvisors | Seattle | WA | 09/2023 | Present |
| Slalom Consulting | Seattle | WA | 09/2019 | 08/2023 |
| Pwc | Chicago | IL | 01/2015 | 08/2019 |
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 | 2025-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-30 |
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