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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-20 |
| AZ | RA | APPROVED | 2022-09-15 |
Branch Locations
2245 W University Dr Ste 4-G, Tempe, AZ 85281 • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Tempe | AZ | 12/2008 | Present |
| Primerica Financial Services | Tempe | AZ | 04/1993 | Present |
| Sentinel Security | Shreveport | LA | 10/2014 | 05/2017 |
| Muddy Bottoms Atv Park | Shreveport | LA | 05/2017 | 10/2020 |
| Piedmont Airlines | Tempe | AZ | 03/2023 | 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. Leaf Filter (1099), Not investment related, Phoenix, AZ 85027, Nature of Business: Sells gutters and some home remodeling products, Sales, 24 hours committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-03 |
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