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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-05-14 |
Branch Locations
Fort Wayne, IN • United States
3400 E Coliseum Boulevard, Fort Wayne, IN 46805 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Fort Wayne | IN | 06/2023 | Present |
| Pfs Investments Inc. | Fort Wayne | IN | 09/2023 | Present |
| Bunker Shelving Llc. | Middlebury | IN | 01/2021 | 03/2025 |
| Butler University | Indianapolis | IN | 08/2022 | 05/2024 |
| Enfocus | South Bend | IN | 06/2023 | 08/2023 |
| Welch Packaging Inc. | Elkhart | IN | 06/2021 | 11/2022 |
| Essenhaus Inc. | Middlebury | IN | 06/2019 | 04/2021 |
| Northridge High School | Middlebury | IN | 08/2018 | 05/2022 |
| Forks County Line Stores | Middlebury | IN | 05/2018 | 08/2018 |
| Middlebury Community Schools | Middlebury | IN | 08/2013 | 05/2018 |
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. Friesner Strategies, LLC, Investment Related, Elkhart, IN 46514, Primerica Business Purposes, Owner, 12/2024 to Present, 180 hours per month (90 during securities trading hours, Legal Entity Solely For Primerica Business Purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-07 |
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