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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-01-06 |
Branch Locations
1678 S Woodsage Ave Suite 110, Meridian, ID 83642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Meridian | ID | 02/2023 | Present |
| Pfs Investments Inc. | Meridian | ID | 03/2024 | Present |
| Shamrock Foods | Meridian | ID | 11/2022 | Present |
| Us Foods | Fort Mill | SC | 02/2021 | 11/2022 |
| Keller Williams | Kernersville | NC | 02/2021 | 11/2022 |
| Coldwell Banker | Coeur D'ALene | ID | 09/2020 | 02/2021 |
| Food Services Of America | Meridian | ID | 07/2012 | 09/2020 |
| Restaurant Solutions Partners, Inc. | Caldwell | ID | 02/2025 | 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. TC Hare Realty, LLC., Not investment related, Caldwell, ID, Realtor/Managing Partner, 11/09/2021 to Present, 8 hours committed per month (0 hours during securities trading hours). Nano Tech Products, Inc., Not investment related, Meridan, ID 83642, Partner, 02/2025 to Present, 80 hours committed per month (25 hours during securities trading hours). Restaurant Solutions Partners, Inc., Non-investment related, Caldwell, ID, 83605, Chief Executive Officer, 01/2025 to present, 80 hours committed per month (80 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-30 |
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