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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-28 |
Branch Locations
26949 Chagrin Blvd Ste 306, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Beachwood | OH | 06/2005 | Present |
| Pfs Investments Inc. | Beachwood | OH | 01/2023 | Present |
| Youngstown Municipal Clerk Of Courts | Youngstown | OH | 09/2021 | Present |
| Kent State Trumbull | Warren | OH | 08/2018 | 12/2020 |
| General Motors | Warren | OH | 04/2012 | 12/2019 |
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. Purely Write, LLC., Not investment related, Warren, OH, Owner/Manager Member, 04/2021 to Present, 8 hours committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-15 |
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