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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-05-05 |
Branch Locations
3000 N Ballard Suite B-1, Appleton, WI 54911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Appleton | WI | 06/2019 | Present |
| Primerica Financial Services | Appleton | WI | 04/2018 | Present |
| Nelson Brothers Mining Services | Gillette | WY | 12/2007 | 04/2022 |
| Campbell County School District | Gillette | WY | 08/2007 | 04/2022 |
| Self-Employed | Greenville | WI | 01/2005 | Present |
| Hydrite | Osh Kosh | WI | 04/2022 | 05/2023 |
| Hortonville School District | Greenville | WI | 04/2022 | Present |
| Schrader Transport | Menasha | WI | 06/2025 | 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. Self-Employed Mystery Shopper, Not Investment Related, 5 Steer Roping Ave Gillette, WY 82718, Contractor for businesses to evaluate shopping experience, Mystery Shopper, January 2005 to present, Commits 15 hours a month to this activity, but none during securities trading hours. UBER (1099), Not Investment related, Greenville, Wisconsin Driver 07/2023 to Present, 80 hours committed per month (40 hours during securities trading hours). SPARK (1099), Not investment related, Greenville, Wisconsin 54942, Driver, 10/2023 to Present, 30 hours a month (15 hours during securities trading hours). Roadie (1099), Not Investment Related, Greenville, Wisconsin 54942, Delivery Driver, 11/2023 to Present, 10 hours committed per month (5 hours during securities trading). Senpex Courier (1099), Not Investment Related, Greenville, Wisconsin 54942, Courier, 11/2023 to Present, 5 hours committed per month (0 hours during securities trading hours). Instacart (1099), Not Investment related, San Francisco, CA 94107, Driver, 01/2024 to Present 20 hours committed per month (5 hours during securities trading hours). Welcome Home, Not Investment related, Greenville, Wisconsin 54942, Owner/Ownership, 500 hours committed per month (20 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-22 |
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