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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2014-03-26 |
Branch Locations
9700 Research Dr Ste 114, Charlotte, NC 28262 • United States
3800 Camp Creek Pkwy Sw Bldg 1800 Ste 110, Atlanta, GA 30331 • 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 |
|---|---|---|---|---|
| Primerica Financial Services | Atlanta | GA | 12/1989 | Present |
| Pfs Investments Inc. | Atlanta | GA | 12/1996 | Present |
| Tax America Group | West Palm Beach | FL | 01/2013 | 02/2022 |
| Mastec | Corn Gables | FL | 10/2015 | 09/2020 |
| Delta Air Lines | Atlanta | GA | 03/2022 | 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 | 2013-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-17 |
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