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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2016-12-06 |
Branch Locations
1776 S Naperville Rd Ste 205A-1, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Wheaton | IL | 01/1984 | Present |
| Primerica Financial Services | Wheaton | IL | 02/1991 | 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. Seed Capital Group, Inc., Not investment related, 6760 Englelake Dr., Lakeland, FL 33183, Board of Directors, Member, 02/2023 to Present, 3 hours committed per month (0 during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-04 |
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