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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-12-18 |
Branch Locations
23403 E Mission Ave Ste 203-E, Liberty Lake, WA 99019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfsi Investments Inc. | Liberty Lake | WA | 06/2018 | Present |
| Primerica Financial Services | Liberty Lake | WA | 03/2015 | Present |
| Homemaker | Veradale | WA | 01/2017 | 02/2018 |
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. Doterra: Multi Level Marketing Sales, Spokane, WA Not investment related. (0 hours per month, with 0 hours during securities trading hours) Instacart, Not investment related, 1325 J Street, Ste 1550, Sacramento CA 95814, grocery shop/delivery, Shopper, 04/11/2022 to Present, Less than 20 hours committed per month (0 hours during securities trading hours) Point Pickup, Not Investment Related, 32 Field Point Rd, Greenwich CT 06830, grocery delivery, driver, 04/11/2022 to Present, less than 20 hours per month (0 hours per month during securities trading hours) Spark Driver, Not Investment Related. Driver - 4 total hours committed per month, 0 total hours during securities trading hour.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-04 |
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