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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-04-24 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Madison | WI | 07/2022 | Present |
| Pfs Investments Inc. | Madison | WI | 10/2022 | Present |
| Versiti | Milwaukee | WI | 08/2016 | 01/2017 |
| Teachers On Call | Milwaukee | WI | 01/2017 | 02/2018 |
| Executive Director, Inc. | Milwaulkee | WI | 02/2018 | 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. Pamela Harris, not investment related, Muskego WI, Nature: Personal Trainer/Group Exercise Instructor for Local Health Club, Position: Staff, Start: 01/2010, 10 hours a month, (0 during security trading hours, hourly).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-27 |
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