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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-04-20 |
Branch Locations
601 7Th Street North Suite 106, La Crosse, WI 54601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | La Crosse | WI | 10/2019 | Present |
| Primerica Financial Services | La Crosse | WI | 09/2018 | Present |
| Mathews Inc | Sparta | WI | 06/2010 | 05/2024 |
| The Toro Company | Tomah | WI | 05/2024 | 01/2026 |
| Leer Inc. | New Lisbon | WI | 01/2026 | 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 | 2022-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-25 |
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