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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2026-03-31 |
Branch Locations
65-1204 Lindsey Rd Ste 2B, Kamuela, HI 96743 • United States
1992 W Antelope Dr Ste 150, Layton, UT 84041 • 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 |
|---|---|---|---|---|
| Pfs Investments Inc. | Kamuela | HI | 05/2024 | Present |
| Primerica Life Insurance | Kamuela | HI | 09/2023 | Present |
| Retired | Saint George | UT | 12/2011 | 10/2023 |
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 | 2024-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-17 |
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