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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-06-04 |
| OH | RA | APPROVED | 2011-11-07 |
Branch Locations
23980 Chagrin Blvd Ste 203-A, Beachwood, OH 44122 • United States
Beachwood, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Beachwood | OH | 01/1994 | Present |
| Pfs Investments Inc | Beachwood | OH | 07/1996 | Present |
| Primevision Financial Group | Beachwood | OH | 08/2018 | Present |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. As of 08/27/2018 these sales activities will be conducted under the D/B/A of Primevision Financial Group. 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. Orangutan Window Cleaning, LLC, Owner, 06/2026 to Present, Residential Window Cleaning, Beachwood, OH 44122, Non-Investment Related, 5 Hours Per Month (5 Hours During Securities Trading Hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-01-12 |
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