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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-07-17 |
Branch Locations
533 West 2600 South Suite 130, Bountiful, UT 84010 • United States
3220 100Th St Ste D, Urbandale, IA 50322 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lockheed Martin Assoc | Fort Worth | TX | 01/2002 | 08/2018 |
| Primerica Financial Services | Bountiful | UT | 02/1993 | Present |
| Pfs Investments Inc. | Bountiful | UT | 01/2024 | Present |
| Northrop Grumman | Clearfield | UT | 08/2018 | 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 | 2025-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-09 |
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