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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wiser Financial Group | Kalamazoo | MI | 02/2014 | 03/2023 |
| Primerica Financial Services | Portage | MI | 09/2022 | Present |
| Pfs Investments Inc. | Portage | MI | 05/2023 | Present |
| Drake Financial Group | Portage | MI | 01/2025 | Present |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. As of 01/14/2025 these sales activities will be conducted under the D/B/A of Drake Financial Group. 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 | 2024-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-29 |
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