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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2012-08-22 |
Branch Locations
9078 Union Centre Blvd Ste 350, West Chester, OH 45069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | West Chester | OH | 12/2010 | Present |
| Primerica Financial Services | West Chester | OH | 11/2009 | Present |
| Sibly Cline Realtors | West Chester | OH | 11/2016 | 09/2019 |
| Infosys | Quincy | MA | 11/2018 | Present |
| Huff Realty | West Chester | OH | 09/2019 | 05/2020 |
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. JC Retailers, LLC., Morrow, OH, Proprietor, 03/19/2014 to Present. Keller Williams Seven Hills Realty, Not investment related, Cincinnati, OH 45236, Realtor (1099), 05/2020 to Present, 20 hours committed per month (4 hours during securities trading hours). JC Keystone Construction, Not investment related, Mason, OH 45040, Nature of Business: Construction - Home renovation using sub-contractors, Position/Title: Founder/President/Owner, 06/2025 to Present, 12 hours committed per month (4 hours during securities trading hours). Electronuggets, Not investment related, Mason, OH 45040, Nature of Business: IT Consulting, Position/Title: Founder/President/Owner, 02/2014 to Present, 8 hours committed per month (2 hours during securities trading hours). Joe Simpson Homes, Not investment related, Mason, OH 45040, Founder and President, 06/2025 to Present, 12 hours committed per month (4 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-03-14 |
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