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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-09-28 |
Branch Locations
9918 Carver Road Suite 110, 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 | 05/1992 | Present |
| Pfs Investments Inc. | Cincinnati | OH | 08/2018 | 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. C Team LLC, Manager, Owned by Personal Trust, Mason, OH 45040, Jan 2023 to Present, Not Investment Related, ZERO Hours per month, (ZERO hours per month during securities trading hours). Timeless Charm Weddings & Events LLC (aka Timeless Charm Weddings, LLC), Agent/Registrant, Owned by Personal Trusts, Mason, OH 45040, 12/19/2013 to Present, Not Investment Related, 2 Hours per month, (2 hours per month during securities trading hours). Camp Properties Ohio, LLC (aka CPO LLC), Agent/Registrant, Owned by Personal Trusts, 01/30/2015 to Present, Mason, OH 45040, Owner, Not Investment Related, ZERO Hours per month, (ZERO hours per month during securities trading hours). 1335 SWANN BEATTY RD, LLC (aka 1335 SBR LLC), Agent/ Registrant, Partly Owned by Personal Trust, Mason, OH 45040, 12/2013 to present, Not Investment Related, ZERO Hours per month, (ZERO hours per month during securities trading hours). 1191 SWANN BEATTY RD, LLC (aka 1191 SBR LLC), Agent/Registrant, Partly Owned by Personal Trust, Mason, OH 45040, 11/2013 to present, Not Investment Related, ZERO Hours per month, (ZERO hours per month during securities trading hours). Team Unstoppable II, LLC, Agent/Registrant, Owned by Personal Trust, 11/15/2018 to present, Mason, OH 45040, Not Investment Related, business non-operational, entity active with the Ohio Secretary of State, ZERO Hours per month, (ZERO hours per month during securities trading hours). 2Acru Properties, LLC (main entity for multiple properties under multiple registered entities), Manager, Owned by Personal Trust, 12/21/2015 to Present (Earliest Property Registration Date: 3/02/2005), Real Estate/Rental Properties Holding Company, Mason, OH 45240, Investment Related, 8-12.5 Hours per month, (8-12.5 hours per month during securities trading hours). Palm House Properties, LLC (main entity for multiple properties under multiple registered entities), Manager, Owned by Personal Trusts, 11/2008 to Present (Earliest Property Registration Date: 11/05/2003), Real Estate/Rental Properties Holding Company, Mason, OH 45240, Investment Related, 8-12.5 Hours per month, (8-12.5 hours per month during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-07-15 |
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