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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-11-05 |
Branch Locations
W177 N9856 Rivercrest Dr Ste 251, Germantown, WI 53022 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Germantown | WI | 07/2022 | Present |
| Pfs Investments Inc. | Germantown | WI | 02/2024 | Present |
| Brew City Pizza | Wauwatosa | WI | 05/2015 | Present |
| Marketplace Chaplains | Plano | TX | 04/2021 | 05/2023 |
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. Lyft, Not investment related, San Francisco, CA 94107, Driver (1099), 10/2025 to Present, 40 hours committed per month (20 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-26 |
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