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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-07-28 |
Branch Locations
438 East Wilson Bridge Rd Ste 100-D, Worthington, OH 43085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Worthington | OH | 05/2021 | Present |
| Primerica Financial Services | Worthington | OH | 12/2020 | Present |
| Alliance Data Systems | Columbus | OH | 07/2016 | Present |
| Life Takes Money | Galloway | OH | 06/2020 | 09/2021 |
| Kaci Terminals System, Ltd | Greenville | OH | 01/2010 | Present |
| Kaci Intermodal Systems, Llc | Greenville | OH | 06/2019 | Present |
| Steadfast In Trial | Galloway | OH | 06/2017 | Present |
| The Accessible Smart Home | Galloway | OH | 10/2018 | Present |
| Uber | San Francisco | CA | 07/2017 | 12/2018 |
| Lyft | San Francisco | CA | 07/2017 | 12/2018 |
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. 1. Steadfast in Trail - Owner, Not Investment Related.06/01/2017 to Present, 5411 Ripplemead Ct., Galloway OH 43119, Nature of Business Blog with affiliate with marketing website. Hours committed per month 10, during securities trading hours 0. 3. Kaci Terminals System, LLC, Not Investment Related, 305 Miami Circle Apt 5 Greenville, OH 45331-2540, Partner, January 2010 to Present, 0 hours per month (0 hours per month during securities trading hours), legal entity formed solely for railroad equipment and terminal operations. 4. Kaci Intermodal Systems, LLC Not Investment Related, 305 Miami Circle Apt 5 Greenville, OH 45331¬2540 Partner, June 2019 to Present, 0 hours per month (0 hours per month during securities trading hours), legal entity formed solely for logistics and transportation company. 5. The Accessible Smart Home- Owner, Not Investment Related, 10/01/2018, 5411 Ripplemead Ct., Galloway OH 43119, Nature of Business affiliate marketing website, hours committed per month 10, Number of hours during securities trading hours 0. 6. Alliance Data System 07/11/2016 to Present, Not Investments Related, Quality assurance specialist, 3075 Loyalty Circle, Columbus, OH 43219, Nature of business CREDIT CARD PROCESSING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-01 |
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