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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-05-08 |
Branch Locations
210 St George Street Suite 201, Richmond, KY 40475 • United States
100 S Main St Suite I, Summerville, SC 29483 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Richmond | KY | 05/2023 | Present |
| Primerica Financial Services | Richmond | KY | 06/2022 | Present |
| Retired | Virgie | KY | 07/2018 | 05/2023 |
| Pinot'S Palette | North Charleston | SC | 07/2017 | 07/2018 |
| Conduent | Lexington | KY | 04/2004 | 07/2017 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-22 |
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