Matthew Allan Bohannon

Employer firm

Pfs Investments Inc. CRD 10111

$15.5B regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-02-05
IA	RA	APPROVED	2017-10-11

TX RA
APPROVED_RES

Since 2021-02-05
IA RA
APPROVED

Since 2017-10-11

Branch Locations

Coralville, IA • United States

1580 Boyson Rd Ste 1-B, Hiawatha, IA 52233 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Pfs Investments Inc.	Hiawatha	IA	05/2017	Present
Primerica Financial Services	Hiawatha	IA	07/2013	Present
Kpmg	Des Moines	IA	09/2016	04/2017
University Of Northern Iowa	Cedar Falls	IA	06/2011	09/2016
Bohannon Financial	Hiawatha	IA	04/2018	Present

05/2017 → Present

Pfs Investments Inc.

Hiawatha, IA
07/2013 → Present

Primerica Financial Services

Hiawatha, IA
09/2016 → 04/2017

Kpmg

Des Moines, IA
06/2011 → 09/2016

University Of Northern Iowa

Cedar Falls, IA
04/2018 → Present

Bohannon Financial

Hiawatha, IA

Other Businesses

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. As of 04/24/2018 these sales activities will be conducted under the D/B/A of Bohannon 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. Matt Bohannon & Associates, Investment related, Hiawatha, IA 52233, Primerica Business Purposes, owner/president, 06/2024 to present, 10 hours committed per month, 0 hours during securities trading hours, Legal Entity Formed Solely for Primerica Business Purposes

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-10-06
S63	Uniform Securities Agent State Law Examination	2017-07-29

S65 Uniform Investment Adviser Law Examination

2017-10-06
S63 Uniform Securities Agent State Law Examination

2017-07-29

View on SEC IAPD