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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Madison Area Technical College | Madison | WI | 08/2007 | Present |
| Edward And Son Llc | Madison | WI | 07/2007 | Present |
| Pfs Investments Inc | Madison | WI | 09/2017 | Present |
| Primerica Financial Services | Madison | WI | 03/2017 | 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. 09/2021-Present, Uber Eats, Driver, 1455 Market Street, San Francisco, CA 94103, Spends 40 Hours Per Month on Outside Business, (Spends 0 Hours Per Month on Outside Business During Trading Hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-08 |
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