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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-02-08 |
Branch Locations
975 3 Mile Rd Nw Ste 100-B, Grand Rapids, MI 49544 • United States
212 Old Rt 66 Ste B, St Robert, MO 65584 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | St Robert | MO | 10/2021 | Present |
| Primerica Financial Services | St Robert | MO | 08/2021 | Present |
| Rolla Health And Rehabilitation (Srz Management/Reach Ltc) | Rolla | MO | 10/2021 | 10/2024 |
| Wayfair, Inc. | Boston | MA | 12/2020 | 08/2021 |
| California State University Dominguez Hills | Carson | CA | 01/2023 | 05/2023 |
| U.S. Census Bureau | Los Angeles | CA | 08/2020 | 10/2020 |
| Freelance, Consulting | San Pedro | CA | 03/2017 | 09/2021 |
| Land O'LAkes, Inc. | Tulare | CA | 07/2012 | 02/2017 |
| California State University Dominguez Hills | Carson | CA | 08/2024 | 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. Independent Consultant Of Tupperware, 24124 County Road 6050 #21, Rolla, MO, 65401, Spends 2 Hours Per Month (0 During Securities Trading Hours). Freelance Consulting, 24125 County Road 6050 #21, Rolla, MO, 65401, Spends 3 Hours Per Month (2 During Securities Trading Hours). Independent Freelancer - Human Resources, Not investment related, Salem, MO 65560, HR Consultant/Trainer (1099), 10/2024 to Present, 8 hours committed per month (3 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-21 |
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