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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-09-19 |
Branch Locations
5190 Park Ave Suite 204-A, Memphis, TN 38119 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Memphis | TN | 08/2018 | Present |
| Primerica Financial Services | Memphis | TN | 01/2017 | Present |
| United States Postal Service | Memphis | TN | 11/2007 | Present |
| National Association Of Letter Carriers | Memphis | TN | 03/2024 | Present |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. As of 06/01/202 these sales activities will be conducted under the D/B/A of Landmark Financial. 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 | 2023-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-02 |
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