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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-25 |
Branch Locations
6376 Quail Run Dr Ste A, Kalamazoo, MI 49009 • United States
South Haven, MI • United States
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 |
|---|---|---|---|---|
| Primerica Financial Services | Kalamazoo | MI | 05/2010 | Present |
| Pfs Investments, Inc. | Kalamazoo | MI | 09/2010 | 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. S&T Property Holdings, LLC, Not Investment Related, South Haven, MI 49090, Real Estate Investing Business, Owner, 08/2019-Present, 2 hours per month (0 hours per month during securities trading hours), collect rent and maintain rental property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2011-01-07 |
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