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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-29 |
Branch Locations
224 Highway 211 Nw Ste A, Winder, GA 30680 • United States
57 East Chestnut St, Washington, PA 15301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Washington | PA | 04/2006 | Present |
| Army Reserves | Lawrenceville | GA | 01/1993 | 12/2016 |
| Morningstar Inc. | Chicago | IL | 09/2017 | 02/2025 |
| Unemployed | Kingwood | WV | 04/2017 | 09/2017 |
| Marton Technologies | Newport News | VA | 06/2016 | 04/2017 |
| Pfs Investments Inc. | Washington | PA | 08/2023 | Present |
| Aardvark Affluence Inc. | Independence | VA | 08/2025 | 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. Aardvark Affluence, LLC., Investment related, Morgantown, WV 26505, Owner/Member, 09/2024 to Present, 10 hours committed per month (2 hours during securities trading hours). RJR Legacy Family, LLC., Investment related, Morgantown, WV 26374, Primerica Entity, 07/2025 to Present, 160 hours committed per month (80 hours during securities trading hours). RJR Legacy Architects Inc. - Investment Related - Morganton, WV 26374 - Primerica Business Purposes - Owner - 8/1/2025 To Present - 160 Hours Per Month (80 Hours Per Month During Securities Trading Hours), Legal Entity Formed Solely For Primerica Business Purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-05 |
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