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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-21 |
| WI | RA | APPROVED | 2023-10-31 |
Branch Locations
601 7Th Street North Suite 106, La Crosse, WI 54601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | La Crosse | WI | 08/2016 | Present |
| Pfs Investments Inc. | La Crosse | GA | 03/2023 | Present |
| Self Employed | San Antonio | TX | 09/2022 | 01/2025 |
| Alamo Toyota | San Antonio | TX | 02/2022 | 08/2022 |
| Self Employed | San Antonio | TX | 11/2021 | 02/2022 |
| Frank Beverage Group | Onalaska | WI | 05/2021 | 11/2021 |
| Keurig Dr Pepper | Tomah | WI | 05/2020 | 12/2021 |
| Woodmans Markets | Onalaska | WI | 10/2019 | 05/2020 |
| Self Employed | La Crosse | WI | 07/2019 | 10/2019 |
| Kwik Trip | West Salem | WI | 07/2017 | 07/2019 |
| Blain's Farm And Fleet | Onalaska | WI | 05/2016 | 07/2017 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-27 |
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