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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-10-19 |
Branch Locations
269 S Church St Ste 312, Spartanburg, SC 29306 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Gastonia | NC | 12/2013 | 11/2016 |
| Wells Fargo Bank Na | Gastonia | NC | 12/2013 | 06/2017 |
| Bb& T Bank | Charlotte | NC | 07/2017 | 11/2019 |
| Bb&T Investment Services, Inc. | Charlotte | NC | 07/2017 | 01/2018 |
| Bb&T Securities, Llc | Charlotte | NC | 01/2018 | 11/2019 |
| Wells Fargo Bank,Na | Gastonia | NC | 12/2019 | 10/2021 |
| Rock Hill, & York School District | Rock Hill, Sc | NC | 08/2021 | Present |
| Primerica Financial Services | Spartanburg | SC | 07/2023 | Present |
| Pfs Investments Inc. | Spartanburg | SC | 08/2023 | Present |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 12/2019 | 10/2021 |
| South Pointe High School | Rock Hill | SC | 08/2022 | 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. MIM3, Not Investment related, Belmont, NC 28012, Nature: Non-operational, Position: Sole Owner/President, Start date: 08/2013 TO Present, 0 hours per month, 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-14 |
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