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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-09-25 |
| WA | RA | APPROVED | 2017-08-23 |
Branch Locations
23403 E Mission Ave Ste 203-E, Liberty Lake, WA 99019 • United States
Spokane Valley, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Liberty Lake | WA | 05/2014 | Present |
| Primerica Financial Services | Liberty Lake | WA | 03/2012 | 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. Emma Woolley and Associates, LLC., Investment Related, Liberty Lake, WA 99019, Primerica Business Purposes, Owner, 2/2020 to Present, 160 hours per month (60 hours during securities trading hours), Legal entity formed solely for Primerica business purposes. Queen Ave, Not investment related, Spokane Valley, WA 99216, In-home room rental, Self-employed, 06/2022 to Present, Less than 1 hours committed per month (0 hours during securities trading hours). BNI, Not investment related, 2818 Sullivan #100, Spokane Valley, WA 99216, Create agenda and speaking rotation for weekly meetings, Secretary Treasurer, 8 hours committed per month (0 hours during securities trading hours). BNI Inland Empire, Not investment related, 1017 S 48th Ave, Ste D, Yakima, WA 98908, Nature of Business: Professional networking group. I would be acting as an area consultant to help the local chapters grow and help the executive director stay in better communication with the chapters, Position/Title: Area Director Consultant, 09/2022 to Present, 5 hours committed per month (5 hours during securities trading hours). BNI Spokane Referral Exchange, Not investment related, 2818 Sullivan #100, Spokane Valley, WA 99216, Nature of Business: Networking group, Member, 10/2022 to Present, 8 hours committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-09 |
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