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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2017-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ramada Inn | Kearney | NE | 02/1982 | 03/2022 |
| Primerica Financial Services | Omaha | NE | 06/2001 | Present |
| Pfs Investments Inc. | Omaha | NE | 04/2005 | Present |
| Menards, Inc | Eau Claire | WI | 02/2021 | Present |
| Unk - Nebraska Safety Center | Kearney | NE | 10/2022 | 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. 04/2019 to Present, Non Investment Related, Optivia, Health coach, 100 International Drive Baltimore, MD 21202, spends 5 hours per month on outside business, (spends 0 hours per month on outside business during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-07 |
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