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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-06-18 |
Branch Locations
130 E Walnut St Suite 605, Green Bay, WI 54301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Green Bay | WI | 03/2005 | Present |
| Pfs Investments Inc. | Green Bay | WI | 11/2023 | Present |
| Schneider Transportation Management | Green Bay | WI | 09/2018 | Present |
| Uber | Green Bay | WI | 06/2023 | Present |
| Doordash | Green Bay | WI | 06/2023 | Present |
| Instacart | Green Bay | WI | 06/2023 | Present |
| Grubhub | Green Bay | WI | 06/2023 | Present |
| Blessed Treasures Photography | Coleman | WI | 08/2017 | Present |
| Knutson Digital Productions | Coleman | WI | 05/2023 | Present |
| Aam | Kingsford | MI | 12/2011 | 09/2018 |
| Papa John's Pizza | Green Bay | WI | 09/2018 | 03/2019 |
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. Knutson Digital Productions; not investment related; Coleman, WI; Owner/photographer; 03/2023 to present. 4 hours per month ( 0 hours during securities trading hours). BLESSED TREASURES PHOTOGRAPHY (1099); Not investment related; COLEMAN, WI; Photographer; 08/2017 to Present; 4 hours per month (0 hours during securities trading hours). Uber (1099); not investment related; San Francisco, CA; driver; 06/2023 to present; 40-60 hours per month (0 hours during securities trading hours). DoorDash (1099); not investment related; San Francisco, CA; driver; 06/2023 to present. 40-60 hours per month (0 hours during securities trading hours). InstaCart (1099); not investment related; San Francisco, CA; driver; 06/2023 to present; 0 hours a month (0 hours during securities trading hours). Grubhub (1099); not investment related; Chicago, IL; driver; 06/2023 to present; 0 hours a month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-02 |
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