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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-02-11 |
Branch Locations
2607 N Grandview Blvd Ste 141, Waukesha, WI 53188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Optionshouse | Chicago | IL | 01/2015 | 08/2017 |
| E*Trade Securities Llc | Chicago | IL | 08/2017 | 09/2017 |
| Pfs Investments Inc. | Waukesha | WI | 07/2019 | Present |
| Primerica Financial Services | Waukesha | WI | 06/2019 | Present |
| Homemaker | Brookfield | WI | 08/2017 | 02/2018 |
| Exit Realty Xl | Germantown | WI | 02/2018 | 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. Perfectly Personal Gifts, Brookfield, WI 53045, Owner, 11/2018 to Present, 2-5 hours committed per month (1-2 hours during securities trading hours). KMLE Group, LLC., Brookfield, WI 53045, Broker/Owner, 02/2018 to Present, 160 hours committed per month (120 hours during securities trading hours). KMLE Group, LLC. DBA Strategic Focus Realty, Investment Related, Brookfield, WI 53008, Broker/Owner and Realtor/Ownership, 180 hours committed per month (115 hours during securities trading hours). Strategic Focus Consulting, Not investment related, Brookfield, WI 53045, Nature of Business: Business consulting related to starting real estate businesses, Owner, 5 hours committed per month (5 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-12 |
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