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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-21 |
Branch Locations
9918 Carver Road Suite 110, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Cincinnati | OH | 08/2022 | Present |
| Pfs Investments Inc. | Cincinnati | OH | 03/2023 | Present |
| Trane | Columbus | OH | 01/2021 | 01/2023 |
| Unemployed | Columbus | OH | 12/2020 | 01/2021 |
| The Ohio State University | Columbus | OH | 08/2016 | 12/2020 |
| Cteam | Cincinnati | OH | 01/2023 | 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. 1191 Swann Beatty Rd LLC, not investment related. address: Mason, Ohio; Partner; start date: 12/9/2013 to present; total hours/month: 1 hour. total hours/month during securities trading hours: 0 hours. 1335 Swann Beatty Rd LLC, not investment related; Mason, Ohio; Partner; start date: 12/9/2013 to present; total hours/month: 1 hour. total hours/month during securities trading hours: 0 hours. 1200 Swann Beatty Rd LLC, not investment related; Mason, Ohio; Partner; start date: 12/9/2013 to present; total hours/month: 1 hour. total hours/month during securities trading hours: 0 hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-08 |
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