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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-19 |
Branch Locations
8275 Allison Pointe Trail Ste 100-A, Indianapolis, IN 46250 • United States
15905 Brookway Dr Suite 4101-A, Huntersville, NC 28078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Huntersville | NC | 08/2024 | Present |
| Penske Logistics | Shelbyville | IN | 07/2015 | 10/2016 |
| Axio Financial | Indianapolis | IN | 10/2016 | 05/2018 |
| Uber | Indianapolis | IN | 05/2018 | 07/2019 |
| Evans Toyota | Ft Wayne | IN | 07/2019 | 06/2022 |
| Ft Wayne Toyota/Lexus | Ft Wayne | IN | 06/2022 | 05/2024 |
| Primerica Financial Services | Huntersville | NC | 10/2007 | Present |
| Stock Up Llc | Ft Wayne | IN | 05/2020 | 04/2024 |
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. Uber, Not investment related, Charlotte, NC 28211, Driver (1099), 04/2025 to Present, 72 hours committed per month (30 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-30 |
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