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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2012-11-14 |
Branch Locations
8445 S Saginaw St Ste 104-A, Grand Blanc, MI 48439 • United States
236 1/2 E Front Street Suite 8, Traverse City, MI 49684 • 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 |
|---|---|---|---|---|
| Pfs Investments Inc. | Grand Blanc | MI | 01/1991 | Present |
| Primerica Financial Services | Grand Blanc | MI | 01/1989 | Present |
| Flint & Genesee Chamber Of Commerce | Flint | MI | 08/2016 | 11/2021 |
| Cornerstone | Royal Oak | MI | 11/2021 | 12/2022 |
| Communities First Inc | Flint | MI | 09/2023 | 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 | 2012-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-17 |
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