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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-06-16 |
Branch Locations
24800 Chagrin Blvd Ste 102-B, Beachwood, OH 44122 • United States
University Heights, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Beachwood | OH | 09/2012 | Present |
| Discovering Paths Llc | University Heights | OH | 12/2001 | Present |
| Psi Services Llc | Glendale | CA | 02/2018 | 03/2022 |
| Cornerstone Church | Caledonia | MI | 08/2019 | 03/2022 |
| Primerica Financial Services | Beachwood | OH | 05/2012 | 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. Asian Bodywork Therapy, personal fitness training, mentoring for Asperger's syndrome and martial arts instruction, part-time (10-20 hours/mo) as Principal/Owner for Discovering Paths LLC beginning April 2012. 10/2021-Present, IHub Global, LLC , Affiliate, Citrus Plaza 1619 14th Ave , Vero Beach , FL 32960, spends 16 hours per month on outside business, ( spends 0 hours per month on outside business during trading hours). Lakeshore Aikido, President/Statutory agent/Founder, 03/2022 to Present, nature of business: martial arts organization, 2611 Fenwick Rd., University Heights, OH 44118, non-investment related, 8 hours per month (0 during securities trading hours). Discovering Paths LLC, Not Investment Related, University Heights, OH 44118, Nature of Business: Principal/Owner, Position/Title: Principal/Owner, 12/2001 to Present, 0 hours per month (0 of hours per month during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-31 |
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