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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2012-06-01 |
Branch Locations
19601 W Bluemound Rd Ste 210, Brookfield, WI 53045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Brookfield | WI | 07/2005 | Present |
| Cross Plains Brewing Company | Cross Plains | WI | 07/2009 | 11/2018 |
| Primerica Financial Services | Brookfield | WI | 02/2005 | 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. Co-Owner (15%) of Polski Investments DBA Bull & Bear Associates.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-26 |
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