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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-04-14 |
Branch Locations
950 Trade Centre Way Ste 303, Portage, MI 49002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Portage | MI | 10/2024 | Present |
| Pfs Investments Inc. | Portage | MI | 01/2025 | Present |
| Manpower/Experis | Milwaukee | WI | 10/2007 | 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. DSV Rentals, LLC, not investment related, owner, 01/04/2022, Mattawan, MI, devoted 1 hours per month (0 hour during securities trading hours). CD Rentals, LLC, not investment related, Vice President, short term vacation rental, Canadian Lakes, 10/2022, devoted 1 hour per month (0 hour during securities trading hours) Estate of Carole Strall, Executor, 08/16/2025 to present, Ludington, MI 49431, Not Investment Related, 1 hour per month (0 hours per month during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-31 |
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