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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-11-15 |
Branch Locations
1982 W Pleasant Grove Blvd Ste C, Pleasant Grove, UT 84062 • United States
5300 Westview Drive Suite 306, Frederick, MD 21703 • 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 | Frederick | MD | 01/2023 | Present |
| Pfs Investments Inc. | Frederick | MD | 09/2023 | Present |
| Thomson Reuters | Eagan | MN | 06/2015 | 12/2017 |
| Volkswagen | Herndon | VA | 02/2018 | 03/2018 |
| Thomson Reuters | Washington | DC | 04/2018 | 04/2019 |
| United Expert Holdings Llc Dba Round Table Group | Washington | DC | 04/2019 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-09 |
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