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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2018-07-23 |
Branch Locations
207 Pine St, Monticello, MN 55362 • United States
Saint Peter, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Monticello | MN | 09/2001 | Present |
| Pfs Investments Inc. | Monticello | MN | 04/2003 | Present |
| St Peter Evangelical Lutheran School | St Peter | MN | 09/2013 | Present |
| St. Peter Lutheran Church | St. Peter | MN | 04/2018 | Present |
| Trinity Lutheran School | Nicollet | MN | 09/2023 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-30 |
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