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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2012-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments, Inc. | Maumee | OH | 12/2009 | Present |
| Primerica Financial Services | Maumee | OH | 08/2008 | Present |
| Self Employed | Lambertville | MI | 01/1988 | 09/2022 |
| Block Advisors | Westland | MI | 09/2020 | Present |
| Newman Financial | Maumee | OH | 10/2020 | Present |
| Newman Financial | Maumee | OH | 05/2023 | 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. CF Auditing, (1099), Not Investment Related, Lambertville, MI 48144, Position/Title (Self-Employed Bookkeeper/Auditor), 80 Hours Committed Per Month (60 Hours During Securities Trading Hours)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-26 |
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