Danielle Obrien

Current Employers

Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2018-02-21

GA RA
APPROVED

Since 2018-02-21

Branch Locations

Loganville, GA • United States

1 Primerica Parkway, Duluth, GA 30099 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Insignia Bank	Sarasota	FL	11/2013	03/2017
Lpl Financial Llc	Sarasota	FL	11/2013	03/2017
Primerica Financial Services	Duluth	GA	05/2017	Present

11/2013 → 03/2017

Insignia Bank

Sarasota, FL
11/2013 → 03/2017

Lpl Financial Llc

Sarasota, FL
05/2017 → Present

Primerica Financial Services

Duluth, GA

Other Businesses

MANAGEMENT/OPERATIONS OF INVESTMENT-RELATED PRODUCTS

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-01-05
S63	Uniform Securities Agent State Law Examination	2007-08-01

S66 Uniform Combined State Law Examination

2018-01-05
S63 Uniform Securities Agent State Law Examination

2007-08-01

Other Names

Danielle Kimberly O'BRien
Danielle Kimberly Obrien
Danielle K O'BRien

View on SEC IAPD