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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-09-06 |
Branch Locations
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. | Findlay | OH | 05/2023 | Present |
| Primerica Financial Services | Findlay | OH | 01/2023 | Present |
| Chancellor Senior Management | Lima | OH | 04/2020 | 05/2024 |
| Lima Senior Living, Llc | Lima | OH | 04/2020 | 05/2021 |
| Bon Secours Mercy Health | Lima | OH | 11/2016 | 04/2020 |
| Jcp Salon | Lima | OH | 01/2016 | 10/2016 |
| Master Maintenance | Lima | OH | 08/2024 | 12/2024 |
| Shawnee Lakes Apartments | Lima | OH | 05/2025 | Present |
| Burton's Ridge Assisted Living | Lima | OH | 03/2026 | 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. Door Dash, Not Investment Related, Cridersville, OH 45806, Nature of Business: Door Dash Driver, Position/Title: Door Dash Driver, 03/2025 to Present, 10 hours per month (0 of hours per month during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-20 |
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