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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-06-18 |
Branch Locations
1802 Wooddale Drive Ste 101-A, Woodbury, MN 55125 • United States
1434 105Th Ave Unit B, Amery, WI 54001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Woodbury | MN | 10/2019 | Present |
| Freedom Roads Llc | Lincolnshire | IL | 01/2019 | 10/2019 |
| Iron Trail Motors | Virginia | MN | 02/2020 | 03/2020 |
| Coates Rv | Hugo | MN | 03/2017 | 01/2019 |
| Split Rock Consulting | Johnson Creek | WI | 07/2002 | 03/2017 |
| Pfs Investments Inc. | Woodbury | MN | 05/2020 | Present |
| Mycelium Software | Ponte Vedra Beach | FL | 02/2022 | Present |
| Timber's Edge | Eveleth | MN | 03/2024 | 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. Clear Image Press, Inc., Not Investment Related, 966 Puype Rd. Wrenshall MN 55797,Nature of Business (Specialty Printing), Position/Title (Partner), Start Date (2/22/2001) to present, 1 hours per month (0 of hours per month during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-20 |
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