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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-09 |
Branch Locations
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. | Wyoming | MI | 05/2017 | Present |
| Primerica Financial Services | Wyoming | MI | 09/2016 | Present |
| Speedway Llc | Enon | OH | 02/2018 | Present |
| Pfsu | Kalamazoo | MI | 04/2022 | Present |
| H&R Block | Portage | MI | 12/2023 | 04/2024 |
| Billings Public Schools | Billings | MI | 10/2022 | 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 | 2024-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-15 |
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