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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-08-20 |
Branch Locations
5600 Monroe St Suite 203B, Sylvania, OH 43560 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Sylvania | OH | 07/1999 | Present |
| Practice Management Healthcare Consultants,Inc | Toledo | OH | 07/2005 | 10/2024 |
| Pfs Investments Inc. | Sylvaniia | OH | 08/2000 | Present |
| Dba Professional Acting And Consulting Services | Toledo | OH | 01/2019 | 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. Palsm Up, LLC., Toledo, OH, Rental real estate income, Owner, 08/11/2016 to Present. Self-Employed Tax Preparer, Not investment related, Toledo, OH 43614, Self-Employed Tax Preparer/Ownership, 03/2026 to Present, 36 hours committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-12-18 |
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