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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-08-29 |
Branch Locations
675 Alpha Drive Ste G, Highland Heights, OH 44143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfsi Investment Inc. | Highland Heights | OH | 04/2018 | Present |
| Primerica Financial Services | Highland Heights | OH | 12/2017 | Present |
| Park National Bank | Newark | OH | 01/2017 | 11/2017 |
| New York Community Bank | Cleveland | OH | 02/2016 | 12/2016 |
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. Own and manage residential real estate properties held for rental purposes. Hours of operation are outside of trading hours. Overall, minimal hours are devoted to the management of these two properties (i.e., less than 15 hour per month).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-03-14 |
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