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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2017-06-05 |
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 |
|---|---|---|---|---|
| Smith'S Archery | Ontario | WI | 10/1985 | Present |
| Primerica Financial Services | La Crosse | WI | 12/1989 | Present |
| Pfs Investments Inc | La Crosse | 12/2016 | Present | |
| Unemployed | Ontario | 07/2016 | 09/2016 | |
| Ontario Fire & Rescue | Ontario | WI | 01/1994 | Present |
| Village Of Ontario | Ontario | WI | 04/1994 | 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. Smith's Lawn Care, Owner, Ontario, WI, Start Date 2007-Present. Creek Ridge Apartments, (1099), not investment related, Baraboo, Wisconsin 53913, Maintenance, 06/2024 To Present, 8 hours committed per month (0 hours during securities trading).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-09 |
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