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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-03-03 |
Branch Locations
11225 College Blvd Suite 120-B, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Overland Park | KS | 10/2025 | Present |
| Primerica Financial Services | Overland Park | KS | 02/2012 | Present |
| Trimble Inc. | Westminster | CO | 03/2020 | 01/2022 |
| Site 1001 | Kansas City | MO | 08/2017 | 03/2020 |
| Modules Software | Overland Park | KS | 04/2012 | 08/2017 |
| Topstep Llc | Chicago | IL | 01/2024 | 12/2024 |
| The Vineyard Wick | Kansas City | MO | 01/2015 | 12/2018 |
| Smartsheet Inc. | Belleview | WA | 01/2022 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2025-11-22 |
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