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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2014-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Madison | WI | 05/2010 | Present |
| Pfs Investments Inc | Madison | WI | 10/2008 | Present |
| Dr. John E Walz | Columbus | WI | 02/2001 | 10/2017 |
| Town Of Elba | Columbus | WI | 04/1999 | Present |
| St. Jerome Parish | Columbus | WI | 11/2019 | Present |
| Mama 1 2 3 Central Wisconsin Midwifery Llc. | Dalton | WI | 01/2025 | 01/2026 |
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. Kirchberg & Associates, Columbus, OH, CFO/Owner, 05/2019 to Present. Love and Respect, Sole Proprietor/Doula, 03/2023 to Present, Nature of the Business: Doula services, Columbus, WI 53925, Non-Investment Related, 140 hours committed per month (50 - 60 hours during securities trading hours). MAMA 1 2 3 CENTRAL WISCONSIN MIDWIFERY LLC., Midwife, 01/2026 to Present, Nature of the Business: Doula and Midwife services, Dalton, WI 53926, Non-Investment Related, 20 Hours Per Month (16 Hours Per Month During Securities Trading Hours)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-04 |
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