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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-02-01 |
| IN | RA | APPROVED | 2018-10-12 |
Branch Locations
706 Main St, Jasper, IN 47546 • United States
Huntingburg, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Jasper | IN | 04/2017 | Present |
| Primerica Financial Services | Jasper | IN | 09/2016 | Present |
| Indiana University | Bloomington | IN | 08/2013 | 12/2016 |
| Bounds & Associates | Huntingburg | IN | 03/2017 | 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. Greenwell Enterprises, not investment related, Huntingburg, IN 47542, Sole owner, 04/2022 to Present, 0 hours committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-04 |
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