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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2019-09-26 |
Branch Locations
102 South Washington St, Spring Green, WI 53588 • United States
Spring Green, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Spring Green | WI | 08/2010 | Present |
| Primerica Financial Services | Spring Green | WI | 11/2009 | Present |
| Cvsoa | Waterloo | IA | 04/2018 | 04/2019 |
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. Morrey & Associates Corp., Investment Related 102 South Washington Street Spring, WI 53588, Primerica Business Purposes, Owner, 08/2019-Present,160 Hours Per Month (140 Hours Per Month During Securities Trading Hours) , Legal Entity Formed Solely For Primerica Business Purposes Property rental - not investment-related, 1 hour per month (0 during trading hours) River Valley Soccer Association,1099, Not Investment Related, Spring Green, WI 53588, Referee, Start Date: 5/2023, 8 Hours Committed Per Month, (0 During Trading Hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-18 |
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