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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-09-06 |
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 |
|---|---|---|---|---|
| Primerica Financial Services | Burien | WA | 04/2017 | Present |
| Pfs Investments Inc. | Burien | WA | 07/2018 | Present |
| C S Shaw Properties Llc | Poulsbo | WA | 09/2011 | 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. Trevor St Realty - Owner - 03/2017-Present - Not Investment Related - Lexington, KY, 8 hours per month (with 0 hours during securities trading hours) Clear Creek Management Group - Owner - Not Investment Related - 12/2012-Present - Las Vegas, NV, 8 hours per month (With 0 hours during securities trading hours) Other rental properties - Owner - Not Investment Related - CA, USA - Ongoing, 8 hours per month (with 0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-10 |
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