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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2017-05-02 |
Branch Locations
241 S. Frontage Rd. Ste. 46, Burr Ridge, IL 60527-5803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Burr Ridge | IL | 08/1996 | Present |
| Pfs Investments Inc. | Burr Ridge | IL | 08/1996 | 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. Lisa + Wally, Inc., Investment Related, 241 S. Frontage Rd. Ste. 46, Burr Ridge, IL, 60527, Primerica Business Purposes, Co-Owner, 09/2005 to Present, 160 hours per month (160 hours per month during securities trading hours), legal entity formed solely for Primerica business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-09 |
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