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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-25 |
| OH | RA | APPROVED | 2023-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Dayton | OH | 11/2022 | Present |
| Pfs Investments Inc. | Dayton | OH | 07/2023 | Present |
| Vandalia Butler Chamber Of Commerce | Vandalia | OH | 02/2023 | Present |
| Professional Sports Catering | Chicago | IL | 09/2006 | 12/2022 |
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. Coffee With Champions, Not investment related, Vandalia, OH 45377, Authorized Dealer (1099), 1 hour committed per month (0 hours during securities trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-19 |
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