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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-05 |
Branch Locations
6745 Rangewood Drive Suite 104-B, Colorado Springs, CO 80918 • United States
1862 Auburn Rd Ste 118, Dacula, GA 30019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Colorado Springs | CO | 10/2024 | Present |
| Pfs Investments Inc. | Colorado Springs | CO | 04/2025 | Present |
| Instacart | Denver | CO | 10/2024 | Present |
| Jimmy Johns | Springfield | MO | 05/2019 | 10/2024 |
| Kai After Dark | Springfield | MO | 03/2014 | 05/2019 |
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. Instacart (1099), Not investment related, San Francisco, CA 94105, Driver, 10/2024 to Present, 100 hours a month (70 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-28 |
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