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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
1401 S Taft Ave Ste 102-A, Loveland, CO 80537 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Greeley | CO | 03/2012 | 01/2017 |
| Thrivent Financial For Lutherans | Appleton | WI | 06/2012 | 01/2017 |
| Raymond James Financial Services, Inc | Eaton | CO | 01/2017 | 03/2018 |
| Bank Of Colorado | Greeley | CO | 01/2017 | 03/2018 |
| Raymond James Financial Services Advisors Inc. | Eaton | CO | 02/2017 | 03/2018 |
| The Prudential Insurance Company Of America | Greeley | CO | 04/2018 | 07/2019 |
| Pruco Securities, Llc | Greeley | CO | 04/2018 | 07/2019 |
| Primerica Financial Services | Loveland | CO | 11/2009 | Present |
| Pfs Investments Inc. | Loveland | CO | 09/2019 | Present |
| Sears Real Estate | Greeley | CO | 06/2019 | 07/2019 |
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. Re/Max Alliance Realty, Not Investment Related, 4703A Boardwalk Dr. Fort Collins, CO 80525, Real Estate Agent, October 2019 to Present, 160 hours per month (80 hours per month during securities trading hours). Chryst Properties, LLC, Not Investment Related, 1112 103rd Ave. Greeley, CO 80634, Managing Member, February 2016 to Present, 0 hours per month (0 hours per month during securities trading hours), legal entity formed for real estate investing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-24 |
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