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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-03-21 |
Branch Locations
1580 Boyson Rd Ste 1-D, Hiawatha , IA 52233 • United States
North Liberty, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Hiawatha | IA | 03/2021 | Present |
| Pfs Investments Inc. | Hiawatha | IA | 10/2021 | Present |
| Nba G-League | Des Moines | IA | 10/2022 | 04/2023 |
| Iowa Everywhere | Cedar Rapids | IA | 06/2022 | 10/2022 |
| University Of Iowa | Iowa City | IA | 06/2016 | 06/2022 |
| Ncpa | Cedar Rapids | IA | 09/2022 | 06/2023 |
| Bohannon Financial | Hiawatha | IA | 03/2024 | Present |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. As of 03/25/2024 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. Iowa Everywhere, (1099), Not Investment Related, Ames, Iowa 50010, Podcast Host, 11/2023 to present, 5 hours committed per month, (0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-21 |
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