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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2012-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Madison | WI | 05/2010 | Present |
| Primerica Finanical Services | Madison | WI | 09/2009 | 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. Endure the Battle LLC., Not investment related, Verona, WI 53593, Nature of Business: Mental health counseling business, Position/Title: Manager/Ownership, 11/2024 to Present, 50 hours committed per month (40 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-26 |
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