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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-12 |
Branch Locations
480 N Orlando Ave Ste 236-A, Winter Park, FL 32789 • United States
615 S College St Office #08-109, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfafftown Baptist Church | Pfafftown | NC | 08/2010 | 01/2020 |
| Primerica Financial Services | Charlotte | NC | 10/2019 | Present |
| Pfs Investments Inc. | Charlotte | NC | 06/2020 | Present |
| Southeast Baptist Church | Greensboro | NC | 05/2025 | 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 | 2021-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-01 |
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