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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-06-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Eau Claire | WI | 01/2022 | Present |
| Primerica Financial Services | Eau Claire | WI | 06/2021 | Present |
| Raiser | Eau Claire | WI | 11/2020 | 04/2021 |
| Unemployed | Eau Claire | WI | 07/2020 | 11/2020 |
| Liquibox Corporation | Richmond | VA | 07/2014 | 07/2020 |
| Amazon | Eau Claire | WI | 06/2024 | 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 for Flexible Packaging, Not Investment Related, 1339 Red Pine Dr., Eau Claire, WI 54701, Self-Employed, 1099, 08/2022 to present, 5 hours per month, 2 hours per month during securities trading hours, acting as an independent consultant in the flexible packaging market.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-12 |
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