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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-03 |
| SC | RA | APPROVED | 2024-09-23 |
Branch Locations
8191 College Pkwy Suite 305-E, Fort Myers, FL 33919 • United States
100 S Main St Suite I, Summerville, SC 29483 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cintas | Ladson | SC | 09/2018 | 11/2022 |
| Charleston Co Schools | Charleston | SC | 08/2016 | 09/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2023 | 05/2024 |
| Northwestern Mutual Investment Services Llc | Mt Pleasant | SC | 11/2023 | 05/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2024 | 05/2024 |
| Primerica Financial Services | Summerville | SC | 06/2024 | Present |
| Pfs Investments Inc. | Summerville | SC | 08/2024 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-27 |
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