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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2011-08-18 |
Branch Locations
8275 Allison Pointe Trail Ste 100-A, Indianapolis, IN 46250 • United States
Indpls, IN • 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 | Indianapolis | IN | 03/1993 | Present |
| Pfs Investments Inc. | Indianapolis | IN | 06/1993 | 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. KLP Group LLC., not investment related, 9108 B Behner Brook CT, Indianapolis, IN 46250, Nature of Business (created for Primerica office lease), Position/Title (Owner), Start Date (3/31/2017) to Present, 0 hours per month (0 of hours per month during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-30 |
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