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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-11-03 |
Branch Locations
26949 Chagrin Blvd Ste 306, Beachwood, OH 44122 • United States
Cleveland Heights, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Beachwood | OH | 04/1995 | Present |
| Primerica Financial Services | Beachwood | OH | 12/1982 | 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. -- Hollis Financial Group, LLC, Investment Related, Clevland Heights, OH 44121, Primerica Business Purposes, Incorporator/Agent, 12/01/2022 to Present, Legal Entity Formed Soley for Primerica Business Purposes. Devotes 200 hours per month, 60 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-06-23 |
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