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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2019-06-28 |
Branch Locations
330 S Executive Dr Ste 305, Brookfield, WI 53005 • United States
1400 E Touhy Ave Ste 170-A, Des Plaines, IL 60018 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Brookfield | WI | 05/2017 | Present |
| Primerica Financial Services | Brookfield | WI | 10/2016 | Present |
| Homewire Realty | Wauwatosa | WI | 06/2016 | 02/2017 |
| Exit Realty Horizons | Wauwatosa | WI | 02/2017 | 11/2017 |
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 07/2018 - Present, Lyft, Driver/Self Employed. 11/2017 -Present, Homewire Realty, Real Estate Agent, Wauwatosa, WI. 09/2019 - Present, Badger Realty Team, Real Estate Agent, 585 North Main St. Suite 2, Cottage Groove, IA 53527, Devotes 40 hours a month on outside business (1 hour out of the month business is conducted during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-28 |
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