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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2011-08-23 |
Branch Locations
8275 Allison Pointe Trail Ste 100, Indianapolis, IN 46250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Indianapolis | IN | 02/2005 | Present |
| H.R.F.E. Consulting | Greenwood | IN | 06/2007 | 12/2024 |
| Primerica Financial Services | Indianapolis | IN | 02/2005 | 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. Impact Health Sharing - Not Investment Related. Davie, FL. Independent Contractor. 08/2023 to Present. 10 hours per month (10 hours during Securities Trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-03 |
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