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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2012-12-13 |
Branch Locations
3101 N Green River Road Suite 330, Evansville, IN 47715 • United States
952 S State Rd 2 Ste 5, Valparaiso, IN 46385 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Valparaiso | IN | 11/2003 | Present |
| Pfs Investments Inc | Valparaiso | IN | 04/2005 | Present |
| Polling Voting Place | Schererville | IN | 11/2024 | 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. 03/2006-Present; Self-Employed, Office manager. RVP Bill Travis, Investment Related, 7863 Broadway Ste 230 Merrillville, IN 46410, Office Manager, 02/2006-Present, 100 hours per month (100 hours per month during securities trading hours), Office Manager for DBA formed solely for Primerica business purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-18 |
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