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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-09 |
| MI | RA | APPROVED | 2011-11-09 |
Branch Locations
Grand Rapids, MI • United States
233 Fulton St E Ste 209-H, Grand Rapids, MI 49503 • United States
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 | Grand Rapids | MI | 06/1998 | Present |
| Pfs Investments Inc. | Grand Rapids | MI | 02/1999 | 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. 12/2013-Present, Signature on mother's trust acct (not trustee), Wells Fargo Advisors, LLC, signature on mother's trust brokerage account at Wells Fargo in Jackson, MI 49201. March 27,2022 to Present, non investment , Grand Rapids, MI 49503, two working farms/trust inherited. Horizontal Venture, LLC, Not Investment related, Grand Rapids, Michigan 48503, Member/Ownership, 01/2024 to present, 1 hour committed per month, (0 hours during securities trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-22 |
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