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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2023-04-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Cheyenne | WY | 03/2013 | Present |
| Pfs Investments Inc. | Cheyenne | WY | 11/2013 | Present |
| Meridith Corporation | Seattle | WA | 01/2020 | 04/2022 |
| Our Family Wizard | Minneapolis | MN | 05/2022 | 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. 7/2012 - Present, Fross Holding LLC., (FKA-Fross Investment, LLC), Owner, 2102 E 17th Street, Cheyenne, WY 82001, real estate, not investment related, 1 hour per month (with 0 hours during securities trading). Odeon Consulting Inc., Investment Related, 433 W Elkhorn Ave PO Box 3941 Estes Park, CA 80517, Nature of Business (Primerica Business Purposes), Position/Title (Owner), Start Date (7/19/2016) to Present, 8 of hours per month (4 of hours per month during securities trading hours), Legal entity formed solely for Primerica business purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-04 |
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