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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2019-07-09 |
Branch Locations
909 Wrights Summit Pkwy Ste 110, Fort Wright, KY 41011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfi Investments Inc. | Ft Wright | KY | 07/2018 | Present |
| Primerica Financial Services | Ft Wright | KS | 08/2017 | Present |
| Dawson Ag Producers | Mt Washington | KY | 12/2014 | Present |
| Gateway Mortgage Llc | Louisville | KY | 11/2016 | 09/2017 |
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. Co-Partner of Dawson AG Producers Management of farm, non-investment related 11690 Highway 44 East, Mt Washington, KY 40047 Start Date- 12-2014 Hours per month - approx. 80 mostly during trading hours My responsibilities include working on the farm and overseeing daily operations
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-13 |
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