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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-19 |
Branch Locations
15905 Brookway Dr Suite 4101-A, Huntersville, NC 28078 • United States
975 3 Mile Rd Nw Ste 100-B, Grand Rapids, MI 49544 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Grand Rapids | MI | 10/2023 | Present |
| Pfs Investments Inc. | Grand Rapids | MI | 02/2024 | Present |
| Walters Dimmick Petroleum | Marshall | MI | 11/1994 | 09/2024 |
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. Two Legs, LLC., Not investment related, Lake Odessa, MI 48849, Nature of business: Creating and selling craft items, Joint owner, 11/2024 to Present, 30 hours committed per month (20 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-27 |
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