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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-01-29 |
Branch Locations
10110 Nicholas St Ste 100-C, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Omaha | NE | 05/2015 | Present |
| Primerica Financial Services | Omaha | NE | 03/2013 | Present |
| W.D. Olson & Associates, Inc. | Omaha | NE | 07/2017 | Present |
| Primerica | Duluth | GA | 08/2019 | 03/2022 |
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. Business Seals Consulting, 7200 S 84th Street, LaVista, NE 68128: Independent Contractor, Non Investment Related, Employee, 12/01/19 to Present, 9 hours per month (0 hours per month during securities trading hours). 09/2020 - Present, Orel Express & Associates, Executive Assistant, 1200 NW South Outler Rd. Ste 112, Blue Springs, MO 64015, spends 20 per month with all 20 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-22 |
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