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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thomas Kapaun Inc | Bethoud | CO | 09/2003 | Present |
| Primerica Financial Services | Longmont | CO | 05/1997 | Present |
| Pfs Investments Inc. | Longmont | CO | 12/2015 | 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. 9/2003-Present, Thomas Kapaun Inc, Berthoud, CO, invest-related: No, accounting & tax preparation, President, 50 hrs/mo, 3 sec hrs. Residential rental property (1072 6th St Court LLC) - Member Manager ; 05/01/2017 - Present
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-28 |
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