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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-06-30 |
Branch Locations
29566 Northwestern Highway Suite 150, Southfield, MI 48034 • United States
8191 College Pkwy Suite 305-E, Fort Myers, FL 33919 • 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 |
|---|---|---|---|---|
| Primerica Financial Services | Southfield | MI | 08/2023 | Present |
| Pfs Investments Inc. | Southfield | MI | 03/2025 | Present |
| Albion Economic Development Corp | Albion | MI | 09/2022 | 03/2025 |
| Monroe Community Mental Health | Monroe | MI | 07/2021 | 12/2022 |
| Gleaners Community Food Bank | Detroit | MI | 07/2020 | 06/2021 |
| Hope Network | Grand Rapids | MI | 01/2016 | 06/2020 |
| First Housing Inc. | Lansing | MI | 03/2026 | 04/2026 |
| Lally Group | Jackson | MI | 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. Huldah Development, LLC., Not investment related, Homer, MI 49245, Nature of Business: Property development services - No real estate sales or purchase, Position/Title: Rep/Ownership, 03/2025 to Present, 5 hours committed per month (5 hours during securities trading hours). Virgie Ammerman, Not investment related, Homer, MI 49245, Nature of Business: Business consulting - IT, Strategy, and Bookkeeping, Position/Title: Owner - Schedule C, 01/1996 to Present, 3 hours committed per month (3 hours during securities trading hours). Joyful Praise, PLLC., Not investment related, Homer, MI 49245, Rep/Ownership, 03/2025 to Present, 24 hours committed per month (14 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-14 |
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