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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-11-04 |
Branch Locations
1802 Wooddale Drive Ste 101, Woodbury, MN 55125 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Woodbury | MN | 02/2022 | Present |
| Pfs Investments Inc. | Woodbury | MN | 05/2023 | Present |
| Wings Homeschool | Maple Grove | MN | 09/2020 | Present |
| Romain Berg | Minneapolis | MN | 05/2020 | Present |
| Instacart | San Francisco | CA | 03/2020 | Present |
| Lifetime Fitness | Plymouth | MN | 06/2015 | Present |
| Ymca | New Hope | MN | 05/2013 | 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 | 2025-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-06 |
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