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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-05 |
| KY | RA | APPROVED | 2025-09-18 |
Branch Locations
1717 Dixie Highway Ste 415, Fort Wright, KY 41011 • United States
Burlinton, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Fort Wright | KY | 06/2021 | Present |
| Primerica Financial Services | Fort Wright | KY | 11/2020 | Present |
| Sabina Police Dept | Sabina | OH | 02/2021 | 04/2021 |
| National Association Of Campus Safety Admin | Cincinnati | OH | 10/2018 | 06/2021 |
| Mount Holyoke College | South Hadley | MA | 02/2019 | 04/2019 |
| Xavier University | Cincinnati | OH | 01/2018 | 09/2018 |
| Denison University | Granville | OH | 12/2014 | 01/2018 |
| Hartford Police Dept | Hartford | OH | 04/2019 | 11/2021 |
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. Transcontinental University, Not investment related, Dublin, OH 43017, Advisory Board, 01/2021 to Present, 2 hours committed per month (0 hours during securities trading hours). Impact of Martial Arts on Law Enforcement, Not investment related, Burlington, KY 41005, Nature of Business: Book, Position/Title: Author, Start Date: 01/14/2016 to Present, 0 hours committed per month since book is published and selling on Amazon.com. Blueline, LLC., Daniel Hect Sole MBR, Investment related, Granville, OH 43023, Primerica business purposes, Owner, 03/2025 to Present, 2 hours committed per month (0 hours during securities trading hours), Legal entity formed solely for Primerica business purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-25 |
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