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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2018-01-16 |
Branch Locations
2519 South Ave, La Crosse, WI 54601 • United States
Coon Valley, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | La Crosse | WI | 02/2002 | Present |
| Pfs Investments Inc. | La Crosse | WI | 02/2003 | 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. TBD Inc., Investment Related, La Crosse, Wi 54601, Primerica Business Purposes, Owner, 12/30/2022 To Present,160 Hours Per Month (120 Hours Per Month During Securities Trading Hours), Legal Entity Formed Solely for Primerica Business Purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-02 |
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