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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2018-12-10 |
Branch Locations
12001 Sunrise Valley Drive Suite 400, Reston, VA 20191 • United States
250 W 1St St Ste 103, Winston Salem, NC 27101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Reston | VA | 03/2013 | Present |
| Pfs Investments Inc. | Reston | VA | 09/2013 | Present |
| Pro Sphere Tek | Alexandria | VA | 06/2015 | 11/2018 |
| Government Cio | Washington | DC | 11/2018 | 11/2019 |
| Planet Technologies | Germantown | MD | 02/2020 | 12/2021 |
| Concept Plus, Llc | Fairfax | VA | 01/2022 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-01 |
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