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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Oshkosh | WI | 02/2024 | Present |
| Pfs Investments Inc. | Oshkosh | WI | 05/2024 | Present |
| Pick 'n Save | West Bend | WI | 02/2020 | 05/2025 |
| Alliance Laundry Systems | Ripon | WI | 05/2023 | 08/2023 |
| Taco Bell | Lomira | WI | 04/2017 | 11/2019 |
| Uw Whitewater | Whitewater | WI | 09/2021 | 05/2022 |
| Uw Oshkosh | Oshkosh | WI | 09/2022 | 05/2025 |
| Campbellsport Middle-High School | Campbellsport | WI | 04/2014 | 05/2021 |
| Gsc - Ellison Technologies | Germantown | WI | 05/2025 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-06 |
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