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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-14 |
Branch Locations
14900 Detroit Ave Ste 205, Lakewood, OH 44107 • 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 |
|---|---|---|---|---|
| W&S Brokerage Services | Cincinnati | OH | 08/2015 | 08/2017 |
| The Prudential Insurance Company Of America | Mayfield Heights | OH | 08/2017 | 07/2018 |
| Pruco Securities, Llc | Mayfield Heights | OH | 08/2017 | 07/2018 |
| Bruce Carson Geico Insurance | Mayfield Hts | OH | 09/2018 | 10/2018 |
| Pnc Investments | Cleveland | OH | 10/2018 | 11/2019 |
| Pnc Investments | Cleveland | OH | 11/2019 | 03/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pepper Pike | OH | 11/2022 | 06/2024 |
| United Church Of Christ Cornerstone Fund | Cleveland | OH | 04/2021 | 11/2022 |
| Justice And Associates Llc | Strongsville | OH | 08/2018 | 09/2018 |
| Bank Of America, N.A. | Pepper Pike | OH | 02/2023 | 06/2024 |
| Primerica Financial Services | Lakewood | OH | 05/2009 | Present |
| Pfs Investments Inc. | Lakewood | OH | 12/2024 | Present |
| U.S. Bank | Euclid | OH | 06/2024 | 11/2024 |
| Merrill Lynch | Pepper Pike | OH | 11/2022 | 06/2024 |
| Cornerstone Fund | Cleveland | OH | 04/2021 | 11/2022 |
| Transamerica Financial | Independence | OH | 09/2018 | 10/2018 |
| Justice And Associates | Strongsville | OH | 08/2018 | 09/2018 |
| Geico Bruce Carson Agency | Mayfield | OH | 07/2018 | 08/2018 |
| Prudential | Mayfield | OH | 07/2017 | 07/2018 |
| Western Southern Life | Independence | OH | 07/2015 | 07/2017 |
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. Varsity Tutors, Not investment related, St. Louis, MO 63105, Tutor (1099), 08/2025 to Present, 10 hours committed per month (0 hours during securities trading hours). TLC Insurance Group, Not Investment Related, Warren, OH 44484, Nature of Business: Medigap or Medicare advantage sales and education, Position/Title: Medicare Sales Agent, 01/2026 to Present, 30 hours per month (30 of hours per month during securities trading hours). Colonial Life, Not investment related, Columbia, SC 29202, Opener (1099), 03/2025 to Present, 30 hours committed per month (15 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-22 |
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