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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2013-06-11 |
Branch Locations
1414 S Main St Ste B-8, Lindale, TX 75771 • United States
1111 S Paine St Ste M, Decorah, IA 52101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Decorah | IA | 06/2010 | Present |
| Pfs Investments Inc | Decorah | IA | 03/2011 | Present |
| Terex | Waverly | IA | 03/2016 | 06/2019 |
| Happy Time Preschool And Daycare | Waterloo | IA | 06/2026 | 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 | 2013-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-09 |
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