Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2012-02-21 |
Branch Locations
4010 Executive Park Dr Suite 320, Cincinnati, OH 45241 • United States
Mason, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Cincinnati | OH | 10/1992 | Present |
| Pfs Investments Inc. | Cincinnati | OH | 01/1993 | 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. Owner of office building. 3M Cogent, Inc. (Fingerprint Office), Independent Contractor, Non - investment related. DBASolutions, Inc, investment related, Macon, OH, 45040, Primerica business purposes, Owner, 1/1/2021 to Present, 160 hours per month (120 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-06 |
Reach out to this advisor