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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2018-02-20 |
Branch Locations
1000 Willagillespie Rd Ste 100, Eugene, OR 97401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Eugene | OR | 09/2014 | Present |
| Primerica Financial Services | Eugene | OR | 06/2005 | Present |
| Springfield School District | Springfield | OR | 08/2013 | 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. 09/2018 - present, SF Cares, Care Giver, 6888 Ivy Street Springfield, OR 97477, spends 160 hours per month on outside business, (spends 24 hours per month on outside business during trading hours) 07/2020-present, Reeds Notary, Notary Public, 2783 31st Street, Springfield OR 97477, spends 3 hours per month on outside business, (spends 3 hours per month on outside business during trading hours) Reed Sports Academy LLC, non investment related, Springfield, OR 97477, Owner, 1/5/2011 to present
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-29 |
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