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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2017-05-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kadlec Construction, Co. | Andover | MN | 07/2003 | Present |
| Primerica Financial Services | Billings | MT | 01/2010 | Present |
| Pfs Investments Inc | Billings | MT | 08/2010 | 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. Kadlec Construction - Owner 3 DJ's, LLC. - Partner 33% - Cheyonne, WY - Start Date - 09/2014 - 01/2015 KBS 406 LLC; Investment-Related; 1633 Main St A172, Billings, MT 59105; Primerica Business Entity, Co-Owner; 09/2022 To Present; 10-20 Hours Committed Per month (0 Hours During Securities Trading Hours), legal entity formed solely for Primerica business purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-02 |
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