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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-09-21 |
Branch Locations
9700 Research Dr Ste 114-A, Charlotte, NC 28262 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Charlotte | NC | 08/1995 | Present |
| Pfs Investments Inc. | Columbia | SC | 12/2015 | 08/2018 |
| Ati Speciality Metals | Monroe | NC | 04/2006 | 01/2021 |
| Pfs Investments Inc. | Charlotte | NC | 07/2019 | Present |
| Federal Express Corp | Concord | NC | 02/2025 | 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 | 2022-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-07 |
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