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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-09-01 |
Branch Locations
Cincinnati, OH • United States
9918 Carver Road Suite 110-A, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Cincinnati | OH | 07/2018 | Present |
| Pfs Investments Inc | Cincinnati | OH | 08/2018 | Present |
| Student | Cincinnati | OH | 01/1998 | 07/2018 |
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. 1191 Swann Beatty Rd LLC, not investment related, Mason, Ohio, Partner, Start date 12/9/2013 to Present, Total hours/month: 1 hour (Total hours/month during securities trading hours: 0 hours). 1335 Swann Beatty Rd LLC, not investment related, Mason, Ohio, Partner, Start date 12/9/2013 to Present, Total hours/month: 1 hour. Total hours/month during securities trading hours: 0 hours. 1200 Swann Beatty Rd LLC, not investment related, Mason, Ohio, Partner, Start date 12/9/2013 to Present, Total hours/month: 1 hour. Total hours/month during securities trading hours: 0 hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-06-11 |
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