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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2015-09-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Hiawatha | IA | 04/2008 | Present |
| Pfs Investments Inc | Hiawatha | IA | 01/2015 | Present |
| Rev.COm | San Francisco | CA | 05/2017 | 07/2018 |
| Nordstrom | Cedar Rapids | IA | 06/2018 | 10/2018 |
| City Of Dunkerton | Dunkerton | IA | 10/2018 | 02/2021 |
| B&B | Jesup | IA | 06/2022 | 11/2022 |
| Mid Iowa Cooperative | Conrad | IA | 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. Lisa Mae jewelry, LLC, Owner, 7/2009 - Present. Elm Tree, LLC, non-investment related, Jesup, IA, 50648, woodworking and craft show sales, Owner, 10/2019 to Present, 40 hours per month ( 0-5 hours per month during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-25 |
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