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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-05 |
| IN | RA | APPROVED | 2026-02-18 |
Branch Locations
3636 Utica Ridge Road Ste B, Bettendorf, IA 52722 • United States
8383 Craig St Suite 100-A, Indianapolis, IN 46250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cobham | Davenport | IA | 05/2013 | 04/2017 |
| Pfs Investments Inc. | Indianapolis | IN | 04/2013 | Present |
| Primerica Financial Services | Indianapolis | IN | 10/2012 | Present |
| Keter | Anderson | IN | 04/2017 | 04/2019 |
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. Business Improvement Group, Inc., Not investment related, 102 Louise St Pendleton, IN 46064, President, June 2019 to present, 160 hours per month (140 hours per month during securities trading hours), entity formed for business consultation services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-09 |
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