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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-12-22 |
| UT | RA | APPROVED | 2016-04-19 |
Branch Locations
533 West 2600 South Suite 130, Bountiful, UT 84010 • United States
Bountiful, UT • United States
2 disclosure categories 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 | Bountiful | UT | 04/1989 | Present |
| Pfs Investments Inc. | Bountiful | UT | 05/1991 | 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. Teresa A. Castolene, LLC, not investment related, Bountiful, UT 84010, Owner/Partners, 04/2021 to present, 1 hour committed per week and (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-25 |
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