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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-10-07 |
Branch Locations
2607 N Grandview Blvd Ste 141, Waukesha, WI 53188 • United States
1649 Williamsburg Sq Ste B, Lakeland, FL 33803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Waukesha | WI | 10/2021 | Present |
| Primerica Financial Services | Waukesha | WI | 07/2017 | Present |
| Stats Perform | Chicago | IL | 08/2016 | 04/2019 |
| La Fitness | Waukegan | IL | 05/2019 | 08/2021 |
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. Vip Fitness LLC.; Not Investment Related; 2424 Washington St., Waukegan, Il 60085; Start Date: 02/2022 To Present; Position/Title: Personal Trainer; Total Hours Per Month Committed: 25 (Total Hours During Securities Trading Hours: 5). Stats Perform , Non Investment Related, Chicago, Il, Data Operations/ Statistics Recorder,9/2016 To Present, 100 Hours Per Month ,( 10 Hours Per Month During Securities Trading Hours) , Sports Technology Company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-18 |
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