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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-02-20 |
Branch Locations
7085 Brecksville Rd Ste A, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western Reserve Local Schools | Collins | OH | 04/2004 | 01/2021 |
| Primerica Financial Services | Independence | OH | 08/2013 | Present |
| Pfs Investments Inc | Independence | OH | 02/2014 | Present |
| Olmsted Falls City Schools | Olmsted Falls | OH | 01/2021 | 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. Robson & Associates, LLC, (Formerly Known as Robson & Associates Financial Services, LLC.) Non-Investment Related - Owner - Start Date 03/2014to Present, 12hours Per Month Outside of Tax Season (0 Hours Per Month During Securities Trading Hours), 80hours Per Month During Tax Season (0 Hours Per Month During Securities Trading Hours), Tax Returns and Bookkeeping Services for Small Business Owners
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