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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-29 |
| VA | RA | APPROVED | 2016-09-08 |
Branch Locations
6500 Harbour View Ct Ste 200-D, Midlothian, VA 23112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Midlothian | VA | 05/1995 | Present |
| Pfs Investments Inc. | Midlothian | VA | 02/1996 | 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. Smart Route Financial Solutions LLC, Owner, 09/2021 to Present, Nature of Business: Legal Entity formed solely for Primerica business purpose, 13604 Velvet Antler Trail, Midlothian VA 23112, Investment Related, # of hours per month: 40 (25 hours per month during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-30 |
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