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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-04 |
| MT | RA | APPROVED | 2011-08-18 |
Branch Locations
643 Grand Avenue, Billings, MT 59101-5821 • United States
Billings, MT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Billings | MT | 01/1999 | Present |
| Primerica Financial Services | Billings | MT | 04/1990 | 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. 05/2006 to Present, Dare to Deviate, LLC, Not Investment Related, 643 Grand Ave Billings MT, Nature (Owns Primerica building/Renting office space), Title/Position (Owner), Total hours dedicated per month 2 (0 hours per month during securities trading hours). CORCORAN AND ASSOCIATES INC., not investment related, 643 Grand Ave., Billings MT 59101, nature of business (Primerica Business Purposes), position/title (Owner), start date (2/10/2021 to present, 160 of hours per month (140 of hours per month during securities trading hours), legal entity formed solely for Primerica business purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-27 |
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