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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-05-23 |
Branch Locations
14497 N Dale Mabry Hwy Ste 240-K, Tampa, FL 33618 • United States
7301 W 129Th St Suite 100, Overland Park, KS 66213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Overland Park | KS | 05/2013 | Present |
| Primerica Finacial Services | Overland Park | KS | 05/2012 | Present |
| Phase Iii Marketing | Lombard | IL | 05/1986 | 04/2025 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-30 |
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