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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-10-09 |
Branch Locations
15111 8Th Ave Sw Ste 201-C, Burien, WA 98166 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Burien | WA | 07/2025 | Present |
| Primerica Financial Services | Burien | WA | 04/2025 | Present |
| Jackson Hewitt Tax Services | Silverdale | WA | 12/2024 | 04/2025 |
| Unemployed | Kingston | WA | 07/2024 | 11/2024 |
| Symetra | Bellevue | WA | 08/2014 | 06/2024 |
| H&R Block | Kansas City | MO | 11/2025 | Present |
| Workwell Global | Austin | TX | 04/2026 | 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. Lynette Ackman, Not investment related, Kingston, WA 98346, Owner-Tax Preparer, 10/2024 to Present, 5 hours committed per month (1 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-29 |
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