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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-06-02 |
Branch Locations
101 S 3Rd Ste 275-A, Grand Junction, CO 81501 • United States
2 Mid America Plz Ste 370-A, Oakbrook Terrace, IL 60181 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Grand Junction | CO | 09/2009 | Present |
| Primerica Financial Services | Grand Junction | CO | 05/2008 | Present |
| Meijer Stores | Highland | IN | 10/2000 | 03/2025 |
| Meijer Stores | Highland | IN | 06/2018 | 03/2025 |
| Intermountain Healthcare Cardiology | Grand Junction | CO | 04/2025 | 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 | 2013-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-16 |
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