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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2012-11-08 |
Branch Locations
3636 Utica Ridge Road Ste A, Bettendorf, IA 52722 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Bettendorf | IA | 09/2008 | Present |
| Primerica Financial Services | Bettendorf | IA | 07/2008 | Present |
| Amerifile | Moline | IL | 01/2011 | 08/2019 |
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. Income For J.A.N.A. LLC- Real Estate 12/2009-Present 05/2019- Present, QCIQ Tax & Accounting, Owner, 4620 E. 53rd St Suite #207 Davenport IA 52807. Works 20 Hours A Week on Outside Employment.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-24 |
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