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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-06-11 |
Branch Locations
2916 Syene Rd, Madison, WI 53713 • United States
4330 Golf Ter Ste 114, Eau Claire, WI 54701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Eau Claire | WI | 07/2019 | Present |
| Primerica Financial Services | Eau Claire | WI | 04/2019 | Present |
| Madison Metropolitan School District | Madison | WI | 07/2000 | 06/2019 |
| Sun Prairie Area School District | Sun Prairie | WI | 06/2019 | Present |
| Self Employed | Madison | WI | 04/2019 | Present |
| Cesa4/Cooperative Educational Services Agency #4 | West Salem | WI | 07/2021 | Present |
| Department Of Public Instruction | Madison | NY | 09/2022 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-16 |
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