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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2019-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Hiawatha | IA | 12/2018 | Present |
| Primerica Financial Services | Hiawatha | IA | 09/2018 | Present |
| Nextera Energy | Palo | IA | 03/2009 | 10/2020 |
| Symmetry Financial | Cedar Rapids | IA | 04/2017 | 10/2017 |
| Mercy Medica Center | Cedar Rapids | IA | 09/2023 | 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. Yellow Wood Properties, LLC. Is a single member LLC., which I am the manager, This entity is engaged in real estate investments, including rentals and buying, rehab, and selling of properties. Modern Defense Dynamics, LLC, Partner & instructor, 03/2022 to Present, nature of business: firearm instruction, 419 W 16th St, Vinton, IA 52349, non-investment related, 10 hours per month (0 during securities trading hours). Public notary, notary, Cedar Rapids, IA 52405, 1 hour committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-04 |
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