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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2016-06-08 |
Branch Locations
2302 W 1St St Ste 121, Cedar Falls, IA 50613 • United States
Cedar Falls, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Cedar Falls | IA | 12/2011 | Present |
| Primerica Financial Services | Cedar Falls | IA | 03/2010 | Present |
| Lowes Home Improvement | Waterloo | IA | 11/2016 | 03/2019 |
| Kelly Services | Waterloo | IA | 03/2019 | 08/2019 |
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. KL & Associates, LLC, Investment Related, Cedar Falls, IA 50613, Primerica Business Purposes, CEO, 03/2020 to Present, 120 Hours Per Month (102 Hours Per Month During Securities Trading Hours), Legal Entity Formed Solely For Primerica Business Purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-02 |
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