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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
Greenville, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Appleton | WI | 12/2018 | Present |
| Primerica Financial Services | Appleton | WI | 04/2018 | Present |
| Black Hills Trucking | Gillette | WY | 09/2016 | 04/2019 |
| Carmpbell County School District | Gillette | WY | 09/2012 | 11/2020 |
| Claudes Welding | Gillette | WY | 08/2016 | 09/2016 |
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 | 2019-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-21 |
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