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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2017-09-13 |
Branch Locations
2400 Herodian Way Se Ste110-C, Smyrna, GA 30080 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Smyrna | GA | 04/2017 | Present |
| Primerica Financial Services | Smyrna | GA | 04/2016 | Present |
| Lockheed Martin | Marietta | GA | 09/1999 | 03/2025 |
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. My wife and I own a Bruster's Ice Cream Franchise at 3795 Due West Road Marietta, GA 30064. The business is not investment-related. This business serves ice cream and and other desserts to the general public. We purchased the business on 15 July 2014. I am the Co-Owner with my wife and she handles the day-to-day activity of the store. I spend no more than 5-10 hours per month that is always after security trading hours. My duties consist of assisting my wife with the strategic planning and occasional tasking.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-12 |
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