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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2020-08-18 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Providence | RI | 11/2017 | 06/2019 |
| Cody Inc. | Warwick | RI | 05/2008 | 12/2016 |
| United Parcel Service Inc | Atlanta | GA | 07/2015 | 09/2017 |
| Keller Williams Realty | Cranston | RI | 10/2017 | 11/2017 |
| Bank Of America, N.A. | Providence | RI | 05/2018 | 06/2019 |
| Primerica Financial Services | Cranston | RI | 06/2019 | Present |
| Pfs Investments Inc. | Cranston | RI | 10/2019 | Present |
| United Parcel Service Inc | Atlanta | GA | 06/2019 | Present |
| Liberty Tax | Providence | RI | 01/2022 | Present |
| Intuit | Mountain View | CA | 12/2025 | Present |
| Whole Foods | Seekonk | MA | 07/2026 | 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. UPS - Operations (June 2019 - Present)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-03 |
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