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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2011-10-05 |
Branch Locations
5600 Monroe St Suite 203B, Sylvania, OH 43560 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Sylvania | OH | 03/2007 | Present |
| Primerica Finanical Services | Sylvania | OH | 04/2005 | Present |
| Washington Local School | Toledo | OH | 08/1988 | Present |
| Wyldewood Baptist Church | Lambertville | MI | 02/2024 | 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. 09/2013-11/2014; VICE CHAIRMAN OF CAMPAIGN FINANCE COMMITTEE - COMMITTEE TO ELECT JASON SHEPPARD: ELECTION CAMPAIGN IN TEMPERANCE, MI 48182. WIENS & ROTH REAL ESTATE- HANDYMAN- 01/2022 TO PRESENT- NATURE OF BUSINESS: HANDYMAN SERVICES- 1379 CASTLEBURY DRIVE, TEMPERANCE, MI 48182-NON-INVESTMENT RELATED- 50-70 HOURS PER MONTH (0 DURING SECURITIES TRADING HOURS).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-29 |
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