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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2013-01-17 |
Branch Locations
1111 S Paine St Ste M, Decorah, IA 52101 • United States
Decorah, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments, Inc | Decorah | IA | 06/2011 | Present |
| Primerica Financial Services | Decorah | IA | 01/2011 | 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. Bulman & Associates, Inc. Investment Related, 1111 S Paine St Ste K Decorah IA 52101, Nature of Business (Primerica Business Purposes), Position/Title (Owner), Start Date (1/17/2013) to Present, 160 hours per month (80 of hours per month during securities trading hours), Legal entity formed solely for Primerica business purposes. Opportunity Homes, board member (Volunteer), 606 Iowa Ave, Decorah, IA, 52101, spends 2 hours per month on the OBA (0 during securities trading hours)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-29 |
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