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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Madison | WI | 06/2008 | Present |
| Pfs Investments Inc | Madison | WI | 12/2009 | 12/2022 |
| Madison Truck Sales, Inc | Madison | WI | 12/2015 | Present |
| Kriete Truck Center | Madison | WI | 12/2015 | 06/2021 |
| Unemployed | Madison | WI | 06/2021 | 01/2023 |
| Trachte, Llc | Oregon | WI | 01/2023 | 03/2025 |
| Pfs Investments Inc. | Madison | WI | 04/2023 | Present |
| Blackhawk Tower Comm | Sun Prairie | WI | 05/2026 | 05/2026 |
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. Instacart, Not investment related, Madison, WI 53714, Delivery Driver (1099), 05/2026 to Present, 100 hours committed per month (60 hours during securities trading hours). Door Dash, Not investment related, Madison, WI 53714, Food Delivery (1099), 05/2026 to Present, 100 hours committed per month (60 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-10 |
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