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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-16 |
Branch Locations
807 E Washington St Suite 100-A, Medina, OH 44256 • United States
1301 S Bowen Rd Suite 450, Arlington, TX 76013 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Arlington | TX | 03/2022 | 12/2023 |
| Primerica Financial Services | Medina | OH | 05/1998 | Present |
| Pfs Investments Inc. | Medina | OH | 03/2024 | Present |
| Sri | Norwalk | OH | 10/2009 | 08/2022 |
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. Magee Counseling and Coaching Services, LLC., not investment related, Westlake, OH 44145, Sole owner, 11/2014 to Present, 40-60 hours committed per month (8-12 hours during securities trading hours), Licensed professional counselor, Marriage & Family counseling, Individual counseling for emotional/psychological distress.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-15 |
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