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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2013-11-18 |
Branch Locations
1820 Old Highway 8 Nw Suite 340, New Brighton, MN 55112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | New Brighton | MN | 02/2002 | Present |
| Pfs Investments Inc | New Brighton | MN | 09/2002 | 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. Isaac VanLoon and Associates, Owner, Investment Related, 3120 Torchwood Dr, New Brighton, MN 55112, Primerica Business Purposes, Date 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 | 2012-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-19 |
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