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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-04-24 |
Branch Locations
7053 S Tamiami Trl Ste F, Sarasota, FL 34231 • United States
12700 Townepark Way Suite 203, Louisville, KY 40243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Louisville | KY | 06/2014 | Present |
| Primerica Financial Services | Louisville | KY | 11/2013 | Present |
| Louisville Fire Department | Louisville | KY | 01/2005 | 08/2025 |
| North Oldham Fire Department | Goshen | KY | 04/2026 | 08/2026 |
| Jeffersontown Fire Department | Louisville | KY | 08/2026 | 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. Brent Martin Painting, Owner/Painter, Not Investment Related, 7/2005-Present. Stafford Homes, LLC, Manager, Rental Property, Not Investment Related, 9/2010-Present.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-22 |
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