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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-02-04 |
| IA | RA | APPROVED | 2011-06-30 |
Branch Locations
1580 Boyson Rd. Ste. 1, Hiawatha, IA 52233 • United States
North Liberty, IA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Hiawatha | IA | 04/1983 | Present |
| Primerica Financial Services | Hiawatha | IA | 07/1982 | Present |
| Bohannon Financial | Hiawatha | IA | 04/2018 | 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. As of 04/24/2018 These sales activities will be conducted under the D.B.A name of Bohannon Financial Mymerica LLC, Owner/ Landlord, May 2016 to Present, Hiawatha, IA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1983-05-25 |
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