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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2021-10-20 |
Branch Locations
3220 100Th St, Urbandale, IA 50322 • United States
2904 W Horizon Ridge Pkwy Suite 221-B, Henderson, NV 89052 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Urbandale | IA | 03/2011 | Present |
| Primerica Financial Services | Urbandale | IA | 08/2010 | Present |
| Interstate 35 Csd | Truro | IA | 09/2022 | 10/2024 |
| Indianola Comm School District | Indianola | IA | 11/2024 | 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 | 2021-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-04 |
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