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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Portage | MI | 05/2017 | Present |
| Primerica Financial Services | Portage | MI | 07/2016 | Present |
| Us Army | Fort Bragg | NC | 09/2012 | 10/2018 |
| Drake Financial Group | Portage | MI | 12/2020 | 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. 06/2021-Present, Drake Holding Company LLC. Owner, 251 N. Rose ST. SUITE 200D Kalamazoo, MI 49007, 4 To 8 Hours Per Month (0 Hours Per Month During Securities Trading Hours), Amazon Online Store. Oakgrove Custom Furniture, Not Investment related, Plainwell, Michigan 49080, Owner/Ownership, 05/2024 to present, 20 hours committed per month, (0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-10 |
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