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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-07-25 |
Branch Locations
710 Grand Ave Ste 10, Billings, MT 59101 • United States
7150 Campus Dr Ste 265, Colorado Springs, CO 80920 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Billings | MT | 12/2022 | Present |
| Primerica Financial Services | Billings | MT | 02/2022 | Present |
| 45Th Parallel Realty | Bozeman | MT | 11/2012 | 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. River Rock Subdivision POA (1099), Not Investment Related, Belgrade, MT 59714, Board Director, 08/2023 to Present, 3 hours a month (0 hours during securities trading hours). Wilson Bookkeeping (1099), Not Investment Related, Belgrade, MT 59714, Bookkeeper, 12/2023 to Present, 30 hours a month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-05 |
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