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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-10-07 |
Branch Locations
2916 Syene Rd, Madison, WI 53713 • United States
29 N Main St Ste 108-D, Brighton, CO 80601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Brighton | CO | 03/2017 | Present |
| Primerica Financial Services | Brighton | CO | 01/2016 | Present |
| Accuray Inc. | Madison | WI | 11/2007 | 12/2016 |
| Madison Russian School- 501(C) Org | Madison | WI | 02/2017 | 12/2017 |
| Wegner Cpa's | Baraboo | WI | 01/2020 | 06/2023 |
| Atlas Cpas & Advisors Pllc - An Atlas Navigators Llc Firm | Colorado Springs | CO | 06/2023 | 11/2023 |
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. Redding Tax Strategies, LLC., Owner, Not Investment Related, Madison, WI, 7/16/2019 to Present, 80-100 hours per month (60 hours per month during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-29 |
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