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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-12-14 |
Branch Locations
3900 Woodlake Blvd Ste 302 H, Lake Worth, FL 33463 • United States
14900 Detroit Ave Ste 205, Lakewood, OH 44107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Lakewood | OH | 01/2019 | Present |
| Primerica Financial Services | Lakewood | OH | 11/2018 | Present |
| Crate & Barrel | Lyndhurst | OH | 05/2017 | 10/2018 |
| Sur La Table | Woodmere | OH | 09/2013 | 03/2017 |
| Amway | Ada | MI | 09/2015 | 11/2021 |
| Lyft | San Francisco | CA | 06/2016 | Present |
| Pottery Barn Kids | San Francisco | CA | 02/2019 | 12/2019 |
| Beacon Hill | Boston | MA | 02/2019 | 05/2019 |
| Motorcars Toyota | Cleveland Heights | OH | 08/2019 | 02/2021 |
| Ganley Subaru East | Winglift | OH | 02/2021 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-06 |
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