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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-12-20 |
Branch Locations
13545 Barrett Parkway Dr Suite 102A-1, St Louis, MO 63021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Steeleville | IL | 11/2020 | 09/2022 |
| Avantax Insurance Agency, Llc | Steelville | IL | 11/2020 | 09/2022 |
| Avantax Advisory Services | Steeleville | IL | 11/2020 | 09/2022 |
| Primerica Financial Services | St Louis | MO | 06/1987 | Present |
| Pfs Investments Inc. | St Louis | MO | 10/2022 | 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. It All Adds Up, LLC., Owner, Not investment related, 07/2009, Steeleville, IL, Accounting, bookkeeping and taxes, salary every other week & profits, 30-50 hours per week depending on the workload, 30-50 trading hours. duties are accounting, bookkeeping, & taxes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-20 |
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