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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-02-07 |
Branch Locations
322 West 3Rd St, Carroll, IA 51401 • United States
1580 Boyson Rd. Ste. 1, Hiawatha, IA 52233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Carroll | IA | 05/2024 | Present |
| Pfs Investments Inc. | Carroll | IA | 08/2024 | Present |
| Spirit Lake Community Schools | Spirit Lake | IA | 07/2024 | Present |
| Spirit Lake Community Schools | Spirit Lake | IA | 08/2021 | 06/2024 |
| South Central Calhoun Community Schools | Lake City | IA | 08/2019 | 07/2021 |
| Buena Vista University | Storm Lake | IA | 06/2015 | 07/2019 |
| Brooks Golf Course | Okoboji | IA | 06/2022 | 07/2024 |
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. LAKE LECTRIC RIDES LLC, NOT INVESTMENT RELATED, SOLE OWNER, 06/2023, SPIRIT LAKE, IA, DEVOTED 5-10 HOURS PER MONTH (5-10 HOURS DURING SECURITIES TRADING HOURS)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-30 |
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