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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-17 |
| AZ | RA | APPROVED | 2022-10-04 |
Branch Locations
8830 E Germann Rd Building 27 Ste F, Mesa, AZ 85212 • United States
Gilbert, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Department Of Homeland Security | Colorado Springs | CO | 10/2004 | 03/2017 |
| Primerica Financial Services | Mesa | AZ | 10/2013 | Present |
| Pfs Investments Inc | Mesa | AZ | 03/2014 | Present |
| Unemployed | Colorado Springs | CO | 03/2017 | 03/2017 |
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. Welton & Associates, LLC, Investment Related, 3361 N Academy Blvd, Colorado Springs, CO 80917, United States, Primerica Business Purposes, Owner, 06/2015-Present, 160 hours per month (80 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-01 |
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