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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-10-17 |
Branch Locations
385 Mira Sol Dr Annex A, Durango, CO 81301 • United States
13832 N 32Nd St Ste 224, Phoenix, AZ 85032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Phoenix | AZ | 01/2022 | Present |
| Primerica Financial Services | Phoenix | AZ | 11/2000 | Present |
| Crossland Insurance Agency Llc | Carbondale | AZ | 07/2018 | Present |
| Sonoran Dental Design | Scottsdale | AZ | 08/2010 | 06/2018 |
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. ASC Condo, LLC, Not Investment Related, 11061 E. Tamarisk Way Scottsdale, AZ 85262, Owner, November 2020 to Present, 12 hours per month (0 hours per month during securities trading hours), legal entity formed solely for real estate rental business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-06 |
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