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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-12-05 |
Branch Locations
1845 Chicago Ave Suite A, Riverside, CA 92507 • United States
4330 Golf Ter Ste 114-A, 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 | 06/2025 | Present |
| Primerica Financial Services | Eau Claire | WI | 04/2025 | Present |
| Unemployed | Kenan | WI | 06/2011 | 06/2022 |
| Pick N Save | Phillips | WI | 06/2022 | 09/2022 |
| Momma Nelson Gifts | Prentice | WI | 01/2020 | 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. Momma Nelson Gifts, not investment related, Proprietor, nature of the business: crochet gift sales and pattern sales, Prentice WI, 54556, 01/2020 to present, 60 hours committed per month (0 hours during securities trading hours)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-13 |
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