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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-24 |
| OH | RA | APPROVED | 2011-08-31 |
Branch Locations
106 North Main St Ste 300, Akron, OH 44308 • United States
Akron, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Akron | OH | 12/2003 | Present |
| Pfs Investments Inc | Akron | OH | 04/2004 | 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. Cabot Oil & Gas Corporation - 1/5 Owner - Houston,TX. - Start Date 2014 to Present. 09/2013 to Present - Stephen P. and Sharon S. Lathrop Mineral Rights Trust, (Cabot Oil and Gas), Trustee: receive monthly royalties from an oil and gas lease inherited from Grandparents VOS Lathrop Holdings LLC, Investment Related, 106 N. Main Street, Suite 300, Akron, OH 44308, Partner, 8/1/2019 to Present, 2 hours per month (0 hours per month during securities trading hours), (Primerica Office Bldg.); Card Signer for business account
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-03 |
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