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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-07-20 |
| TX | RA | APPROVED_RES | 2019-01-30 |
Branch Locations
15720 Brixham Hill Ave Ste 300, Charlotte, NC 28277 • United States
Weddington, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Charlotte | NC | 03/1996 | Present |
| Pfs Investments Inc. | Charlotte | NC | 04/1996 | 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. MD FIN-SVS, LLC - Investment Related - Charlotte, NC 28277 - Primerica Business Purposes - Owner - 11/6/2024 to Present - 140 hours per month (140 hours per month during securities trading hours) - Legal Entity Formed Solely for Primerica Business Purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-03 |
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