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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2021-01-14 |
Branch Locations
6520 Dogwood View Pkwy Ste E, Jackson, MS 39213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Jackson | MS | 06/2018 | Present |
| Primerica Financial Services | Jackson | MS | 01/2018 | Present |
| Community First Real State, Llc | Ridgeland | MS | 06/2014 | 06/2018 |
| Norc At The University Of Chicago | Chicago | IL | 04/2022 | 02/2025 |
| University Of Michigan | Ann Arbor | MI | 02/2023 | 02/2025 |
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. 3 Way Enterprises, LLC., Not investment related, Jackson, MS, Sole Proprietor, 09/2015 to Present. Wealth Legacy, LLC., Jackson, MS, 03/2021 to Present, 160 hours committed per month (160 hours during securities trading hours). Bobby's House, LLC, Not Investment Related, Jackson, MS 39209, Nature of Business: Lessor of buildings to seniors and veterans, Position/Title: Owner/Manager, 05/2025 to Present, 10 hours per month (5 of hours per month during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-12 |
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