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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2017-02-15 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Capital Management Llc | Alpharetta | GA | 01/2014 | 09/2016 |
| E*Trade Securities Llc | Alpharetta | GA | 01/2014 | 09/2016 |
| Primerica Financial Services | Duluth | GA | 01/2017 | Present |
| Unemployed | Marietta | GA | 09/2016 | 01/2017 |
First Step Property Solutions LLC - Owner/Manager - 8/2019 to present - Nature of Business: Real Estate Investing (flipping properties) - Investment Related - Lawrenceville, GA - # of hours per month: 20 (0 during securities trading hours) Virtual Properties Realty LLC - Self-employed Real Estate Salesperson - July 2024 to present - Nature of Business: Real Estate - Investment Related - Lawrenceville, GA - # of hours per month: 5-10 (0 during securities trading hours) Rover-Petting - Nature of Business: Pet Sitting - Position:Pet Sitter - Hours per month - 0-10 - Hours during business hours: Pet care services - dog walks or drop-ins are booked for 30minutes, occur at client's house, and all clients are within 2-3 mile radius of my house (within 5-10 minutes drive). On weekdays, walks and drop-ins will occur during my lunch break or after working hours. These assignments including round trip drive are easily completed in under an hour.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-01 |
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