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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-24 |
Branch Locations
567 E Turkeyfoot Lake Rd Office B3, Akron, OH 44319 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Malone University | Canton | OH | 08/2017 | Present |
| Boys Town | Boys Town | NE | 07/2015 | 07/2017 |
| Primerica Financial Services | Akron | OH | 07/2025 | Present |
| Pfs Investments Inc. | Akron | OH | 12/2025 | 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. The outside business is Malone University, located at 2600 Cleveland Ave NW, Canton, OH 44709. This business is not investment-related. I serve as a Resident Director, a position I began in August 2024. I devote approximately 60 hours per month to this role, with about 20 of those hours occurring during normal securities trading hours. The nature of the business is higher education, and my position involves supervising resident assistants, overseeing residence hall operations, managing student housing logistics, responding to student needs, coordinating residential programming, and ensuring policy compliance. The role is administrative and student-services-focused, and it does not involve financial management, investment discussions, or any securities-related activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2026-02-02 |
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