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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2012-08-20 |
Branch Locations
3636 Utica Ridge Road Ste C, Bettendorf, IA 52722 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Bettendorf | IA | 09/2001 | Present |
| Pfs Investments Inc. | Bettendorf | IA | 04/2002 | 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 Rental of farmland, Partner, 11/2009 to present, Owns 183 Acres of Farmland w/brother \u2013 renting land, Davenport, IA, Investment related, 0 Hours Per Month (0 Hours Per Month During Securities Trading Hours). No hours because renting out land for farming, no time commitment. Westerkamp Financial Group, LLC, Investment Related, Davenport, IA 52804, Primerica Business Purposes, Position: Owner, 07/2022 to Present, 160 Hours Per Month (140 Hours Per Month During Securities Trading Hours), Legal Entity Formed Solely For Primerica Business Purposes QCI Properties, LLC, Partner, 12/2011 to Present, Day-to-day operations of 300 Acre Farm with brother, Blue Grass, IA 52726, Investment related, 5-10 Hours Per Month (0 Hours Per Month During Securities Trading Hours) QCI Holdings, LLC, Partner, 12/2011 to Present, Holds 300 Acre Farm with brother, Blue Grass, IA 52726, Investment related, 5-10 Hours Per Month (0 Hours Per Month During Securities Trading Hours) Real Estate Investment, Partner, 11/2022 to present, Owns 30 acres, house, & barn with neighbor, Davenport, IA, Investment related, 10 Hours Per Month (0 Hours Per Month During Securities Trading Hours). No hours because renting out land for farming, no time commitment.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-03 |
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