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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-02-11 |
Branch Locations
401 E Front Ave Ste B-1, Coeur D'ALene, ID 83814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Coeur D'ALene | ID | 07/2022 | Present |
| Pfs Investments Inc. | Coeur D'ALene | ID | 11/2023 | Present |
| Anna E Kaiser, Cpa, Pllc | Hayden | ID | 12/2009 | Present |
| Anna's Creations Llc | Hayden | ID | 10/2013 | Present |
| Kaiser Collective Llc | Hayden | ID | 12/2019 | 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. Anna E Kaiser, CPA, PLLC dba Kaiser Accounting & Consulting, Not investment related, Hayden, ID 83835, Certified Public Accountant, Officer/Owner, 12/30/2009 to Present, 158 hours a month (158 hours during securities trading hours). Anna's Creations, LLC (1099)- Not investment related, Hayden, ID 83835, Sole Owner, 10/17/2013 to Present, 10 hours per month (1 hour during securities trading hours). Kaiser Collective LLC, LLC formed for insurance sales (1099)- currently through Primerica. INVESTMENT RELATED. Hayden ID 83835. Sole Owner. 12/11/2019 to Present. 40 + hours a month (20+ during securities trading hours). Livestock sales, and fiber sales from sheep & alpaca, not investment related, Athol, ID 83801, residential farm owner, 04/2021to Present, 35+ hours seasonal (20 hours during securities trading hours). Bees Knees Hills LLC, Not Investment Related, Athol, ID 83801, Nature of Business: Rental unit, Position/Title: Owner, 06/2025 to Present, 1 hours per month (0 of hours per month during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-01 |
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