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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-31 |
| MI | RA | APPROVED | 2014-05-15 |
Branch Locations
1302 W Milham Avenue, Portage, MI 49024 • United States
Lawton, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Portage | MI | 07/1985 | Present |
| Pfs Investments Inc. | Portage | MI | 09/1987 | Present |
| Drake Financial Group | Portage | MI | 12/2020 | Present |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. As of 12/17/2020 these sales activities will be conducted under the D/B/A of Drake Financial Group. 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. --Mad & Associates, Inc. not investment related, Portage, MI 49024, owner, 9/29/2021 to present, 80 hours per month (80 hours during securities trading hours). --Mark Drake & Associates, Inc., Investment Related, 536 Romence Rd, Ste 105-b, Portage, MI 49024, Primerica Business Purposes, Owner, 6/24/08 to Present, 200 hours per month (140 hours per month during securities trading hours), Legal entity formed solely for Primerica business purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-14 |
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