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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-29 |
| VA | RA | APPROVED | 2016-07-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Windsor | VA | 06/1987 | Present |
| James Russell Stephenson | Winsdor | VA | 10/1999 | Present |
| Primerica Financial Services | Windsor | VA | 03/1987 | Present |
| Iowso | Isle Of Wight | VA | 11/2010 | 08/2022 |
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. MH Holland Farm, Not investment related, Windsor, VA 23487, Co-Owner, 1 hour committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-10 |
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