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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2014-02-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Decorah | IA | 09/2009 | Present |
| Primerica Financial Services | Decorah | IA | 03/2009 | Present |
| Cedar Point Church | Nashua | IA | 11/2016 | 10/2017 |
| Sparboe | New Hampton | IA | 11/2016 | 08/2018 |
| Sparboe Foods | New Hampton | IA | 08/2018 | 05/2019 |
| Usps | Waterloo | IA | 08/2019 | 03/2020 |
| Wartburg College | Waverly | IA | 11/2023 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-07 |
| S66 | Uniform Combined State Law Examination | 2008-10-10 |
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