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Detailed Report
STEVE JOHN PESANTI
CRD#: 1809335
IA
Investment Adviser
B
Broker
PRIMERICA ADVISORSCRD#: 10111 643 GRAND AVENUE
BILLINGS, MT 59101-5821
Registration History
19901995200020052010201520202025IAPRIMERICA ADVISORS (CRD# 10111)2022 - Present (2 years)BPFS INVESTMENTS INC. (CRD# 10111)2005 - Present (19 years)BPFS INVESTMENTS INC. (CRD# 10111)1988 - 2005 (17 years)
License(s)

State Registrations

B
Colorado 1/14/2021
B
Montana 5/17/2005
B
Idaho 5/17/2005
IA
Montana 6/16/2022
B
Missouri 1/26/2023
B
Wyoming 3/20/2020

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
PRIMERICA ADVISORS (CRD#:10111)
643 GRAND AVENUE, BILLINGS, MT 59101-5821
FLORENCE, MT
Registered with this firm since 6/16/2022
B
PFS INVESTMENTS INC. (CRD#:10111)
643 GRAND AVENUE, BILLINGS, MT 59101-5821
FLORENCE, MT
Registered with this firm since 5/17/2005
Previous Registration(s)
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B
 03/30/1988 - 03/18/2005 PFS INVESTMENTS INC. (CRD#:10111) DULUTH, GA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.