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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-12-23 |
| OH | RA | APPROVED | 2011-07-25 |
Branch Locations
6821 Salisbury Rd, Maumee, OH 43537 • United States
Maumee, OH • 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. | Maumee | OH | 05/1984 | Present |
| Primerica Financial Services | Maumee | OH | 10/1983 | Present |
| Newman Financial | Maumee | OH | 07/2020 | Present |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. As of 07/13/2020 these sales activities will be conducted under the D/B/A of Newman Financial. 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. Nature of business (LLC created for purchase of building housing Primerica office), Total number of hours per month is 0 (0 hours during securities trading). Salisbury Properties, LLC, Investment Related, 6912 Spring Valley Dr., Ste 203, Holland, OH 43528, Nature of Business (LLC created for purchase of building housing Primerica office), Position/Title (Owner), Start Date (11/27/19) to Present, Total number of hours per month is 0 (0 hours during securities trading).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-03 |
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