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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-06-24 |
Branch Locations
Council Bluffs, IA • United States
25 Main Place Suite 425, Council Bluffs, IA 51503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Council Bluffs | IA | 07/2003 | Present |
| Pfs Investments Inc. | Council Bluffs | IA | 02/2020 | Present |
| Biaggi'S Restaurant | Omaha | NE | 08/2015 | 03/2020 |
| Candlelight Bar & Grill | Omaha | NE | 01/2024 | 05/2024 |
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. Unfettered Wealth, LLC, Owner, Investment Related, Council Bluffs, IA 51503, Primerica Business Purposes, RVP, 10/2024 To Present, 160 Hours Per Month (80 Hours Per Month During Securities Trading Hours), Legal Entity Formed Solely For Primerica Business Purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2020-03-13 |
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