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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-05-05 |
Branch Locations
5 National Dr Ste 101, Windsor Locks, CT 06096 • United States
430 Ray Norrish Unit B, Springdale, OH 45246 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Springdale | OH | 09/1997 | Present |
| Pfs Investments Inc. | Springdale | OH | 05/1998 | Present |
| Infiltrator Water Technologies | Old Saybrook | CT | 11/2015 | 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. 01/2010 - present, Fort Wayne Rentals Inc., Officer/Real Estate. Rental Property/Real Estate Investing - Owner - Not Investment Related, Rocky Hill, CT - March 2019 to Present (There is no entity name). Business Basics Boo keeping, Inc., non investment related, 4953 Crestbrook Drive, Lockbourne, OH 43137, self employed, Business Manager, 08/2020 to present, 20 hours per month (5 hours per month during securities trading hours), bookkeeping duties related to accounts receivable and payable, no tax prep or tax reporting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-01 |
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