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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-02-24 |
Branch Locations
2916 Syene Rd, Madison, WI 53713 • United States
3701 W Algonquin Rd Ste 610-C, Rolling Meadows, IL 60008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Madison | WI | 05/2022 | Present |
| Primerica Financial Services | Madison | WI | 08/2020 | Present |
| Trp Acquisition | Lombard | IL | 06/2005 | 04/2022 |
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. CarDr.com, Not investment related, Oakbrook Terrace, IL 60181, Nature of Business: Vehicle inspection service, Position: VP Business & HR (1099), 04/2025 to Present, 40 hours committed per month (30 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-24 |
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