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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2018-07-23 |
Branch Locations
7360 Sw Hunziker St Ste 205-A, Tigard, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Tigard | OR | 03/2017 | Present |
| Primerica Financial Services | Tigard | OR | 03/2016 | Present |
| Red Robin Int | Hillsboro | OR | 08/2009 | 12/2017 |
| Starbucks | Hillsboro | OR | 12/2017 | 08/2021 |
| Barnes & Noble | Beaverton | OR | 12/2017 | 01/2018 |
| Evergreens | Bellevue | WA | 05/2019 | 08/2019 |
| The Workshop | The Dalles | OR | 10/2023 | 02/2024 |
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 | 2018-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-01 |
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