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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-09-21 |
| WA | RA | APPROVED | 2011-08-09 |
Branch Locations
2210 Riverside Dr Ste 220-A, Mt Vernon, WA 98273 • United States
Mount Vernon, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Mt Vernon | WA | 06/1994 | Present |
| Pfs Investments Inc. | Mt Vernon | WA | 02/1995 | 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. Lucas & Associates, Inc., Investment Related, 160 Cascade Pl. Ste 210 Burlington WA 98233, Nature of Business (Primerica Business Purposes), Position/Title (Partner), Start Date (6/13/2000) to Present, 160 of hours per month (96 of hours per month during securities trading hours), Legal entity formed solely for Primerica business purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-17 |
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