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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-16 |
Branch Locations
12213 W Bell Rd Ste 210, 211, Surprise, AZ 85378 • United States
1011 N Mayfair Rd Ste 7, Milwaukee, WI 53226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Milwaukee | WI | 06/2020 | Present |
| Primerica Financial Services | Milwaukee | WI | 03/2019 | Present |
| Mary Kay | Addison | TX | 02/2014 | 03/2019 |
| Homemaker | Eschenbach In Der Oberphalz | 08/2015 | 12/2017 | |
| Homemaker | Kenosha | WI | 12/2017 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-19 |
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