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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-02-06 |
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 |
|---|---|---|---|---|
| Pfsi Investment Inc. | Goshen | IN | 03/2018 | Present |
| Primerica Financial Services | Goshen | IN | 01/2005 | 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. Self employed, Driver 02/2021-Present, JMT Document Services, Mobile Notary, 4150 Demaree St Visalia, CA 93277, Spends 32 hours per month on outside business, spends 0 hours per month on outside business during trading hours. Housing Authority of Michigan City, 1099, not investment related, Michigan City, IN 46360, Position/title Commissioner, 03/2023 to present, 1 hour committed per month, 1 hour during security trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-16 |
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