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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-14 |
| TN | RA | APPROVED | 2023-06-21 |
Branch Locations
13832 N 32Nd St Ste 224, Phoenix, AZ 85032 • United States
745 S Church St Ste 111, Murfreesboro, TN 37130 • 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 |
|---|---|---|---|---|
| Primerica Financial Services | Murfreesboro | TN | 06/1983 | Present |
| Freelance Writer Self Employed | Colorado Springs | CO | 06/2005 | Present |
| Pfs Investments Inc | Murfreesboro | TN | 06/1983 | Present |
| Kaplan Professional Education | Chicago | IL | 03/2017 | 08/2017 |
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. Above the clouds, llc DBA higher vision, not investment related, 6660 Delmonico drive, suite 291, Colorado springs, co 80919, 55%owner/manager, 07/2012-present, 0 hours per month (0hours per month during securities trading hours), entity active with the secretary of state: non-operational business. Smart cloud llc dba adviser test prep, investment related, 6660 Delmonico drive, suite d291, Colorado Springs, co 80919, self-employed owner/ chef learning officer, 08/2017 to present, 12. Success ce/pre-license training, investment related, Newport beach, ca 92660, content writer/instructor (1099), 03/2023 to present, 160 hours committed per month (100 hours during securities trading hours), life and securities exam instructor; study content creator.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1983-07-08 |
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