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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-08-21 |
Branch Locations
1338 Hundred Oaks Drive Suite Aa, Charlotte, NC 28217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Charlotte | NC | 08/2017 | 03/2018 |
| Jets Pizza | Charlotte | NC | 05/2015 | 05/2017 |
| Uncc | Charlotte | NC | 08/2012 | 12/2016 |
| Bonefish Grill | Concord | NC | 03/2018 | 09/2018 |
| Tech Usa Llc | Charlotte | NC | 09/2018 | Present |
| Primerica Financial Services | Charlotte | NC | 04/2017 | Present |
| Pfs Investments Inc. | Charlotte | NC | 11/2020 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-20 |
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