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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-17 |
| LA | RA | APPROVED | 2011-11-22 |
Branch Locations
1304 Bertrand Drive Ste C-3, Lafayette, LA 70506 • United States
Lafayette, LA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Lafayette | LA | 06/1993 | Present |
| Pfs Investments Inc. | Lafayette | LA | 04/1994 | 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. EBAY - member since 2006 selling old clothes from the home/ hobby/ buy products from the site- start date 2006 Cleveland & Associates, LLC Investment, 1304 Bertrand Dr. STE. C, Lafayette, LA 70506, Primerica Business Purposes, owner, September 2021 to present, 260 hours per month (140 hours per month during securities trading hours) Legal entity formed solely for Primerica business purposes.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-01-27 |
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