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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2012-11-02 |
Branch Locations
1318 N Main St, Findlay, OH 45840 • United States
Bradford, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Findlay | OH | 12/2009 | Present |
| Rainbow Accounting Services | Bradford | OH | 07/1999 | Present |
| Pfs Investments Inc | Findlay | OH | 02/2011 | 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. Rainbow Accounting Services, Inc., Not Investment Related, Gettysburg, OH, 45328, Tax Prep Business, Owner, 07/1999-Present, 160 hours per month, (140 hours per month during securities trading hours), provide tax preparation and bookkeeping services. DBA R&M Properties, Not Investment Related, Gettysburg, OH, 45328, Commercial Building Rental, Owner, 12/2019-Present, 2 hours per month, (0 hours per month during securities trading hours), use building for tax preparation business and rent other portions to tenants. Notary Services, Not Investment Related, Gettysburg, OH 45328, Owner/Ownership, 06/2024 To Present, 1 Hour Committed Per Month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-01-05 |
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