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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-01-02 |
Branch Locations
909 Wrights Summit Pkwy Ste 110, Fort Wright, KY 41011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Ft Wright | KY | 05/2005 | Present |
| Homemaker | Holland | MI | 01/2007 | Present |
| Pfs Investments Inc | Ft Wright | KY | 10/2005 | Present |
| Era Integrity Real Estate | New Castle | IN | 01/2023 | Present |
| Intuit, Inc. | Mountain View | CA | 01/2024 | 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. Tricia's Tax Service, rep owns her own accounting firm, not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-07 |
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