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RIA / WealthRegistered advisernational broker-dealer RIASEC registeredRAUM 10b 100b

PRIMERICA ADVISORS

PFS INVESTMENTS INC., CRD 10111

DULUTH, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4ab77acb-992d-4801-11c3-dcb7f77a027f

Data as of Sep 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4,562
Dated events: 40
On other graphs: 0
Observed: Jan 6, 2012 to Sep 8, 2026
76 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: national broker-dealer RIAderivedcurated national broker-dealer list
Regulatory AUM: $16BItem 5.F on the latest filing (2026-09-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $16B
Private client RAUM: $15BderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3,977
RAUM per advisor: $3.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3,992
Advisory employees: 3,959
Offices: 1,828Schedule D 1.F, beyond the principal office
Accounts: 89,813
Individual clients: 65,489
High net worth clients: 2,097
Custody, client assets: $16B
SEC number: 801-72263
CIK: 354497
CRD: 10111
Filings on the tape: 76
First filed: Jan 6, 2012
Latest filed: Sep 8, 2026
Organised: Corporation, GA
Website: landmark.primerica.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 3,983

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
HOWARD BRUCE LASHNER	n/a	WRIGHTSTOWN, PA \| DOYLESTOWN, PA	15	41	n/a	yes
SAMMY KEITH ADKINS	n/a	SYLVANIA, OH \| Perrysburg, OH	15	43	n/a	yes
LARRY LYLE	n/a	CARROLLTON, GA	15	44	n/a	yes
GEORGE SHASHATY	n/a	SUNRISE, FL	15	37	n/a	yes
CHRISTOPHER GILBERT HEFFERNAN	n/a	DELRAY BEACH, FL	15	34	n/a	yes
ERIC DAMIAN HOFFMAN	n/a	GRIFFIN, GA \| CULLODEN, GA	15	38	n/a	yes
WALLACE GENE MURPHY	n/a	VILLA HILLS, KY \| FORT WRIGHT, KY	15	43	n/a	yes
DOUGLAS ALAN GUTSHALL	n/a	SALINAS, CA	15	33	n/a	yes
ALLAN (GORDY) GORDON BOHANNON	Certified Financial Planner	HIAWATHA, IA \| NORTH LIBERTY, IA	15	44	n/a	yes
GARY EUGENE HUGGINS	n/a	RUSSELLVILLE, AR	15	45	n/a	yes
GEORGE JOHN MARTONIK	n/a	PUYALLUP, WA \| BUCKLEY, WA	15	41	n/a	yes
JAMES GERARD WEBER	n/a	APPLETON, WI \| FREEDOM, WI	15	40	n/a	yes
KATHLEEN MARIE BRENNAN	n/a	ROLLING MEADOWS, IL \| GLENVIEW, IL	15	33	n/a	yes
CAROLYN MENDELSSOHN DRAKE	n/a	COLUMBIA, SC \| LUGOFF, SC	15	38	n/a	yes
JOHN PAUL WITRI	n/a	LAKEWOOD, OH	15	33	n/a	yes
RAYMOND S KRUTZ	n/a	ORMOND BEACH, FL \| Ormond Beach, FL	15	46	n/a	yes
MIKE JOHNSON	n/a	SCOTT DEPOT, WV \| HURRICANE, WV	15	43	n/a	yes
DAVID ALAN PATTERSON	n/a	DICKSON, TN \| BON AQUA, TN	15	40	n/a	yes
WESLEY MARLOWE PARRISH	n/a	KNOXVILLE, TN	15	41	n/a	yes
JOSEPH HENRY KABULIS	n/a	BROOKFIELD, CT \| BETHEL, CT	15	37	n/a	yes
KURT ALAN PFUHL	n/a	COON VALLEY, WI \| LA CROSSE, WI	15	37	n/a	yes
MAX MASAAKI YAMAGUCHI	n/a	LAKEWOOD, CA \| CERRITOS, CA	15	35	n/a	yes
RICHARD HENRI GIRARD	n/a	MANCHESTER, NH	15	24	n/a	yes
IDRIS MERRIMAN	n/a	SHAKER HEIGHTS, OH \| EUCLID, OH	15	39	n/a	yes
ANTHONY ARTHUR KAYSER	n/a	SIOUX FALLS, SD	15	42	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COLEY, DASIA DEBORAH	VICE PRESIDENT AND CHIEF FINANCIAL OFFICER	Na	yes	05/2024	Jul 12, 2024	Dec 20, 2024
JENDUSA, NICHOLAS ADAM	EXECUTIVE VICE PRESIDENT	Na	yes	07/2023	Oct 4, 2023	Dec 20, 2024
MILLER, DEBORAH LYNN	EXECUTIVE VICE PRESIDENT	Na	yes	05/2010	Mar 31, 2019	Dec 20, 2024
NEMETZ, WILLIAM JAMES	DIRECTOR; EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER	Na	yes	02/2022	Jun 4, 2014	Dec 20, 2024
PRIMERICA FINANCE CORPORATION	DIRECT OWNER	E	yes	10/1995	Jan 6, 2012	Dec 20, 2024
PRIMERICA, INC.	SOLE SHAREHOLDER	E	yes	04/2010	Jan 6, 2012	Dec 20, 2024
REGARD, PAUL ETIENNE	PRESIDENT, DIRECTOR AND CHIEF EXECUTIVE OFFICER	Na	yes	10/2023	Mar 30, 2017	Dec 20, 2024
RIVET, LORI ALLISON	EXECUTIVE VICE PRESIDENT	Na	yes	03/2017	Aug 13, 2019	Dec 20, 2024
SUKIN, KAREN LYNN	EXECUTIVE VICE PRESIDENT AND GENERAL COUNSEL	Na	yes	06/2015	Mar 25, 2016	Dec 20, 2024
WATTS, JOHN SIMMERMAN III	SENIOR VICE PRESIDENT AND CHIEF COUNSEL	Na	yes	03/2005	Jul 12, 2024	Dec 20, 2024
WEIGLE, BRIAN STEVEN	DIRECTOR AND EXECUTIVE VICE PRESIDENT	Na	yes	03/2023	Jul 12, 2024	Dec 20, 2024
WOODRING, DANIEL AARON	EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER	Na	yes	01/2011	Jan 6, 2012	Dec 20, 2024
WELLS, MICHAEL KURT	Treasurer	Na	no	07/2023	Oct 4, 2023	Dec 20, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PRIMERICA BROKERAGE SERVICES, INC.	n/a	n/a	n/a	N	yes	n/a
PRIMERICA LIFE INSURANCE COMPANY	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Burbank	CA	United States	20	yes
Maumee	Oh	United States	20	yes
WEST CHESTER	Oh	United States	18	yes
Bethel	Ct	United States	16	yes
Madison	Wi	United States	16	yes
Findlay	Oh	United States	15	yes
Phoenix	Az	United States	13	yes
Hiawatha	Ia	United States	12	yes
Centerville	Oh	United States	12	yes
Centerville	Oh	United States	12	yes
LA CROSSE	Wi	United States	12	yes
Salinas	CA	United States	11	yes
Metairie	La	United States	11	yes
Mahwah	Nj	United States	11	yes
Gilbert	Az	United States	10	yes
Mesa	Az	United States	10	yes
Jacksonville	FL	United States	10	yes
CLIFTON PARK	NY	United States	10	yes
WEST CHESTER	Oh	United States	10	yes
Houston	TX	United States	10	yes
Burnsville	Mn	United States	9	yes
Farmingdale	NY	United States	9	yes
Milan	Oh	United States	9	yes
Worthington	Oh	United States	9	yes
Youngstown	Oh	United States	9	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 17

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 20, 2026	$16B	$16B	3,992	3,959	1,828	n/a	n/a
2024	Apr 18, 2025	$11B	$11B	3,762	3,732	1,754	n/a	n/a
2023	Mar 29, 2024	$8.5B	$8.5B	3,590	3,560	1,704	n/a	n/a
2022	Mar 31, 2023	$7.1B	$7.1B	3,449	3,420	1,646	n/a	n/a
2021	Mar 31, 2022	$7.1B	$7.1B	3,383	3,352	1,592	n/a	n/a
2020	Mar 31, 2021	$5.1B	$5.1B	3,784	3,752	1,649	n/a	n/a
2019	Mar 30, 2020	$4.1B	$4.1B	3,698	3,661	1,834	n/a	n/a
2018	Mar 31, 2019	$3.1B	$3.1B	3,582	3,540	1,578	n/a	n/a
2017	Mar 29, 2018	$1.3B	$1.3B	3,428	3,392	1,526	n/a	n/a
2016	Mar 30, 2017	n/a	n/a	3,232	3,196	n/a	n/a	n/a
2015	Mar 25, 2016	n/a	n/a	2,899	2,873	n/a	n/a	n/a
2014	Mar 17, 2015	n/a	n/a	2,694	2,659	n/a	n/a	n/a
2013	Mar 21, 2014	n/a	n/a	2,416	2,376	n/a	n/a	n/a
2012	Apr 1, 2013	n/a	n/a	1,998	1,960	n/a	n/a	n/a
2011	Mar 29, 2012	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
34	33	1	0.8%	9	11	0	64	100

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$16B	$11B	39.3%	$7.1B	29.9%	3,992	3,762	1,828	1,754

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
HEARTHSTONE FINANCIAL GROUP	2	Jul 1, 2026	Jun 30, 2026	EPHRATA, PA	Team lift out	Ibd to state RIA	0.1%
OSAIC WEALTH, INC.	3	Nov 21, 2025	Oct 17, 2025	SCOTT DEPOT, WV	Team lift out	Ibd to ibd	0.1%
OSAIC WEALTH, INC.	3	Oct 17, 2025	Oct 17, 2025	HURRICANE, WV	Team lift out	Ibd to ibd	0.1%
OSAIC WEALTH, INC.	2	Oct 11, 2024	Oct 10, 2024	BALLWIN, MO	Team lift out	Ibd to ibd	0.1%
LPL FINANCIAL LLC	2	Mar 26, 2024	Mar 28, 2024	METAIRIE, LA	Team lift out	Ibd to ibd	0.1%
LPL FINANCIAL LLC	3	Nov 15, 2023	Nov 16, 2023	SHREVEPORT, LA	Team lift out	Ibd to ibd	0.1%
CPR INVESTMENTS INC	2	Aug 24, 2023	Sep 5, 2023	BRIARCLIFF MANOR, NY	Team lift out	Ibd to RIA	0.1%
PRUCO SECURITIES, LLC	2	Dec 16, 2022	Jun 8, 2023	LAWRENCEVILLE, GA	Team lift out	Ibd to ibd	0.1%
TERRA WEALTH	6	Sep 20, 2022	Sep 30, 2022	WAUSAU, WI	Team lift out	Ibd to new firm	0.2%
TERRA WEALTH	5	Sep 19, 2022	Aug 10, 2023	GILBERT, AZ	Team lift out	Ibd to new firm	0.2%
TERRA WEALTH	6	Sep 13, 2022	Sep 14, 2022	YORK, PA	Team lift out	Ibd to new firm	0.2%
TERRA WEALTH	2	Aug 8, 2022	Aug 26, 2022	DALLAS, TX	Team lift out	Ibd to new firm	0.1%
TERRA WEALTH	3	Jun 8, 2022	Jul 26, 2022	NASHVILLE, TN	Team lift out	Ibd to new firm	0.1%
VAIKUS ADVISORY GROUP, LLC	2	Dec 13, 2019	Jan 10, 2020	CUMMING, GA	Team lift out	Other	0.1%
LPL FINANCIAL LLC	2	Aug 17, 2018	Aug 30, 2018	ROANOKE, TX	Team lift out	Ibd to RIA	0.1%

Relationships

showing 80 of 4,562

Registered with (80)

← STEPHANIE GARDNERAdvisorregistration: current employment
Sep 11, 2026 to presentfactForm ADV
← ALAN B EOFFAdvisorregistration: current employment
Sep 11, 2026 to presentfactForm ADV
← STEPHANIE BINTERAdvisorregistration: current employment
Sep 11, 2026 to presentfactForm ADV
← Braielyn PeoplesAdvisorregistration: current employment
Sep 11, 2026 to presentfactForm ADV
← SUE CAROL BOWMANAdvisorregistration: current employment
Sep 10, 2026 to presentfactForm ADV
← JAMIE D MARTINAdvisorregistration: current employment
Sep 8, 2026 to presentfactForm ADV
← MELVIN EARL WHITLOCKAdvisorregistration: current employment
Sep 8, 2026 to presentfactForm ADV
← CHASE LEE HOLTHAUSAdvisorregistration: current employment
Sep 8, 2026 to presentfactForm ADV
← DEONTAE HURDAdvisorregistration: current employment
Sep 8, 2026 to presentfactForm ADV
← Alex WarnkeAdvisorregistration: current employment
Sep 4, 2026 to presentfactForm ADV
← TRAVIS CHARLES MAYERAdvisorregistration: current employment
Sep 3, 2026 to presentfactForm ADV
← TERRENCE E TRIMUELAdvisorregistration: current employment
Sep 3, 2026 to presentfactForm ADV
← Marina Santiago RapioAdvisorregistration: current employment
Sep 3, 2026 to presentfactForm ADV
← KEVIN LASHAUN LAMBERTAdvisorregistration: current employment
Sep 2, 2026 to presentfactForm ADV
← DWAYNE MILLERAdvisorregistration: current employment
Sep 2, 2026 to presentfactForm ADV
← KYLA MARIE WILCOXAdvisorregistration: current employment
Sep 1, 2026 to presentfactForm ADV
← GREGORY BRIAN AMOSAdvisorregistration: current employment
Sep 1, 2026 to presentfactForm ADV
← ELIJAH BOSCO TYLERAdvisorregistration: current employment
Sep 1, 2026 to presentfactForm ADV
← KAYLA RENEE FOXAdvisorregistration: current employment
Sep 1, 2026 to presentfactForm ADV
← Susheel VishwaAdvisorregistration: current employment
Sep 1, 2026 to presentfactForm ADV
← GRACELYN JOY PAULAdvisorregistration: current employment
Sep 1, 2026 to presentfactForm ADV
← VINCENT FIACABLEAdvisorregistration: current employment
Sep 1, 2026 to presentfactForm ADV
← ELIZABETH WALCOTT PINKSTONAdvisorregistration: current employment
Aug 31, 2026 to presentfactForm ADV
← David ForschtAdvisorregistration: current employment
Aug 31, 2026 to presentfactForm ADV
← CHANDLER CORNELIUS EDWARDSAdvisorregistration: current employment
Aug 31, 2026 to presentfactForm ADV
← BOYCE RYAN LAQUAAdvisorregistration: current employment
Aug 31, 2026 to presentfactForm ADV
← AARON ALEXANDER HALTERMANAdvisorregistration: current employment
Aug 28, 2026 to presentfactForm ADV
← Lauren Mae PereiraAdvisorregistration: current employment
Aug 28, 2026 to presentfactForm ADV
← LEIGHTON RYDER MITCHELLAdvisorregistration: current employment
Aug 28, 2026 to presentfactForm ADV
← Lenin IbarraAdvisorregistration: current employment
Aug 27, 2026 to presentfactForm ADV
and 50 more

Dated events

15 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 2, 2026
Advisor changed firm
Matthew Jacob Davis left Primerica Advisors for Amb Wealth, Llc (registered 2026-09-01)
Form ADVobserved 4 days ago
Occurred
Aug 21, 2026
Advisor changed firm
Mark Champoux left Primerica Advisors for Edward Jones (registered 2026-08-20)
Form ADVobserved 4 days ago
Occurred
Aug 10, 2026
Advisor changed firm
Charles Swope left Primerica Advisors for Your Ia, Llc (registered 2026-08-12)
Form ADVobserved 4 days ago
Occurred
Jul 31, 2026
Advisor changed firm
Torrance D Chaplin left Primerica Advisors for Cetera Investment Advisers Llc (registered 2026-07-27)
Form ADVobserved 4 days ago
Occurred
Jul 29, 2026
Advisor changed firm
Giexy Itiel Reyes left Primerica Advisors for Iliad Wealth Solutions (registered 2026-08-13)
Form ADVobserved 4 days ago
Occurred
Jul 16, 2026
Advisor changed firm
Daron Demond Ray left Primerica Advisors for Osaic Wealth, Inc. (registered 2026-07-08)
Form ADVobserved 4 days ago
Occurred
Jul 7, 2026
Advisor changed firm
Ryan Daniels left Primerica Advisors for Hearthstone Financial Group (registered 2026-06-30)
Form ADVobserved 4 days ago
Occurred
Jul 1, 2026
Team lift-out
2 advisors left Primerica Advisors (Ephrata, PA) for Hearthstone Financial Group within 6 days
Form ADVobserved 4 days ago
2 advisors
Occurred
Jul 1, 2026
Advisor changed firm
Kathryn Focht left Primerica Advisors for Hearthstone Financial Group (registered 2026-06-30)
Form ADVobserved 4 days ago
Occurred
Jun 30, 2026
Advisor changed firm
Christopher Hardy left Primerica Advisors for Greenwood Gearhart, Llc (registered 2026-07-21)
Form ADVobserved 4 days ago
Occurred
Jun 23, 2026
Advisor changed firm
Clayborn Paul Mcclinton left Primerica Advisors for Vanguard Advisers, Inc. (registered 2026-07-08)
Form ADVobserved 4 days ago
Occurred
Jun 16, 2026
Advisor changed firm
Matthew Wesley Thomas left Primerica Advisors for Principal Securities, Inc. (registered 2026-06-15)
Form ADVobserved 4 days ago
Occurred
May 18, 2026
Advisor changed firm
Cody A Hudson left Primerica Advisors for Park Avenue Securities Llc (registered 2026-07-01)
Form ADVobserved 4 days ago
Occurred
May 1, 2026
Advisor changed firm
Victor Glymph left Primerica Advisors for Inspire Advisors, Llc (registered 2026-05-19)
Form ADVobserved 4 days ago
Occurred
Apr 28, 2026
Advisor changed firm
Ebed Evans left Primerica Advisors for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2026-05-07)
Form ADVobserved 4 days ago
Occurred
Apr 24, 2026
Advisor changed firm
Alexis Domanique Mitchell left Primerica Advisors for Golden Reserve Retirement, Llc (registered 2026-04-30)
Form ADVobserved 4 days ago
Occurred
Apr 14, 2026
Advisor changed firm
Jorge Castillo left Primerica Advisors for Mwa Financial Services, Inc. (registered 2026-05-14)
Form ADVobserved 4 days ago
Occurred
Mar 20, 2026
Regulatory AUM changed
Primerica Advisors reported RAUM $15.5B, up 39% from $11.2B (2026-02-03 to 2026-03-20)
Form ADVobserved 4 days ago
$4.4B
Occurred
Mar 13, 2026
Advisor changed firm
Jonathan Espinal Cabrera left Primerica Advisors for Raymond James Financial Services Advisors, Inc (registered 2026-03-18)
Form ADVobserved 4 days ago
Occurred
Mar 5, 2026
Advisor changed firm
John Douglas Cox left Primerica Advisors for Mwa Financial Services, Inc. (registered 2026-07-07)
Form ADVobserved 4 days ago
Occurred
Mar 4, 2026
Advisor changed firm
Brian Howden left Primerica Advisors for Principal Securities, Inc. (registered 2026-03-04)
Form ADVobserved 4 days ago
Occurred
Mar 2, 2026
Advisor changed firm
Felipe Nicolau Stanev left Primerica Advisors for Lpl Enterprise, Llc (registered 2026-02-27)
Form ADVobserved 4 days ago
Occurred
Feb 12, 2026
Advisor changed firm
Julian Martinez left Primerica Advisors for Spc (registered 2026-01-23)
Form ADVobserved 4 days ago
Occurred
Feb 4, 2026
Advisor changed firm
Ryan Dylan Nelson left Primerica Advisors for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2026-02-03)
Form ADVobserved 4 days ago
Occurred
Jan 7, 2026
Advisor changed firm
Timothy Allen Abernathy left Primerica Advisors for Inspire Advisors, Llc (registered 2026-01-07)
Form ADVobserved 4 days ago

Show 15 bookkeeping events

First seen by DFX
Sep 19, 2026
date not stated
Jimmy J Ward no longer holds an investment adviser registration (last listed at Primerica Advisors on the 2026-09-18 feed)
Occurred
Sep 18, 2026
Steven Michael Dungey added a SC registration at Primerica Advisors
Occurred
Sep 18, 2026
Marie P Wilson added a TX registration at Primerica Advisors
Occurred
Sep 18, 2026
Andria Leigh Lamay added a TX registration at Primerica Advisors
Occurred
Sep 17, 2026
Lee Parker registered as an investment adviser representative at Primerica Advisors
Occurred
Sep 17, 2026
Austin Tunis Ver Meer added a TX registration at Primerica Advisors
Occurred
Sep 16, 2026
James Patrick Goetz added a TX registration at Primerica Advisors
Occurred
Sep 15, 2026
Seth Guerra registered as an investment adviser representative at Primerica Advisors
Occurred
Sep 15, 2026
Iryna Shepeta registered as an investment adviser representative at Primerica Advisors
Occurred
Sep 15, 2026
Rickey Black added a TX registration at Primerica Advisors
Occurred
Sep 15, 2026
Oliver Just registered as an investment adviser representative at Primerica Advisors
Occurred
Sep 15, 2026
Aiden John Mowry registered as an investment adviser representative at Primerica Advisors
First seen by DFX
Sep 15, 2026
date not stated
Kathy Jean Clements no longer holds an investment adviser registration (last listed at Primerica Advisors on the 2026-09-14 feed)
Occurred
Sep 14, 2026
Terry Ann Morris registered as an investment adviser representative at Primerica Advisors
Occurred
Mar 20, 2026
Primerica Advisors reported 1828 offices beyond its principal office, up from 1754 (2026-02-03 to 2026-03-20)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4ab77acb-992d-4801-11c3-dcb7f77a027f
First observed: Jan 6, 2012
Last observed: Sep 8, 2026 12 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PRIMERICA ADVISORS

PFS INVESTMENTS INC., CRD 10111

DULUTH, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4ab77acb-992d-4801-11c3-dcb7f77a027f

Data as of Sep 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:14 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

HOWARD BRUCE LASHNER

n/a

WRIGHTSTOWN, PA | DOYLESTOWN, PA

n/a

yes

SAMMY KEITH ADKINS

n/a

SYLVANIA, OH | Perrysburg, OH

n/a

yes

LARRY LYLE

n/a

CARROLLTON, GA

n/a

yes

GEORGE SHASHATY

n/a

SUNRISE, FL

n/a

yes

CHRISTOPHER GILBERT HEFFERNAN

n/a

DELRAY BEACH, FL

n/a

yes

ERIC DAMIAN HOFFMAN

n/a

GRIFFIN, GA | CULLODEN, GA

n/a

yes

WALLACE GENE MURPHY

n/a

VILLA HILLS, KY | FORT WRIGHT, KY

n/a

yes

DOUGLAS ALAN GUTSHALL

n/a

SALINAS, CA

n/a

yes

ALLAN (GORDY) GORDON BOHANNON

Certified Financial Planner

HIAWATHA, IA | NORTH LIBERTY, IA

n/a

yes

GARY EUGENE HUGGINS

n/a

RUSSELLVILLE, AR

n/a

yes

GEORGE JOHN MARTONIK

n/a

PUYALLUP, WA | BUCKLEY, WA

n/a

yes

JAMES GERARD WEBER

n/a

APPLETON, WI | FREEDOM, WI

n/a

yes

KATHLEEN MARIE BRENNAN

n/a

ROLLING MEADOWS, IL | GLENVIEW, IL

n/a

yes

CAROLYN MENDELSSOHN DRAKE

n/a

COLUMBIA, SC | LUGOFF, SC

n/a

yes

JOHN PAUL WITRI

n/a

LAKEWOOD, OH

n/a

yes

RAYMOND S KRUTZ

n/a

ORMOND BEACH, FL | Ormond Beach, FL

n/a

yes

MIKE JOHNSON

n/a

SCOTT DEPOT, WV | HURRICANE, WV

n/a

yes

DAVID ALAN PATTERSON

n/a

DICKSON, TN | BON AQUA, TN

n/a

yes

WESLEY MARLOWE PARRISH

n/a

KNOXVILLE, TN

n/a

yes

JOSEPH HENRY KABULIS

n/a

BROOKFIELD, CT | BETHEL, CT

n/a

yes

KURT ALAN PFUHL

n/a

COON VALLEY, WI | LA CROSSE, WI

n/a

yes

MAX MASAAKI YAMAGUCHI

n/a

LAKEWOOD, CA | CERRITOS, CA

n/a

yes

RICHARD HENRI GIRARD

n/a

MANCHESTER, NH

n/a

yes

IDRIS MERRIMAN

n/a

SHAKER HEIGHTS, OH | EUCLID, OH

n/a

yes

ANTHONY ARTHUR KAYSER

n/a

SIOUX FALLS, SD

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COLEY, DASIA DEBORAH

VICE PRESIDENT AND CHIEF FINANCIAL OFFICER

yes

05/2024

Jul 12, 2024

Dec 20, 2024

JENDUSA, NICHOLAS ADAM

EXECUTIVE VICE PRESIDENT

yes

07/2023

Oct 4, 2023

Dec 20, 2024

MILLER, DEBORAH LYNN

EXECUTIVE VICE PRESIDENT

yes

05/2010

Mar 31, 2019

Dec 20, 2024

NEMETZ, WILLIAM JAMES

DIRECTOR; EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER

yes

02/2022

Jun 4, 2014

Dec 20, 2024

PRIMERICA FINANCE CORPORATION

DIRECT OWNER

yes

10/1995

Jan 6, 2012

Dec 20, 2024

PRIMERICA, INC.

SOLE SHAREHOLDER

yes

04/2010

Jan 6, 2012

Dec 20, 2024

REGARD, PAUL ETIENNE

PRESIDENT, DIRECTOR AND CHIEF EXECUTIVE OFFICER

yes

10/2023

Mar 30, 2017

Dec 20, 2024

RIVET, LORI ALLISON

EXECUTIVE VICE PRESIDENT

yes

03/2017

Aug 13, 2019

Dec 20, 2024

SUKIN, KAREN LYNN

EXECUTIVE VICE PRESIDENT AND GENERAL COUNSEL

yes

06/2015

Mar 25, 2016

Dec 20, 2024

WATTS, JOHN SIMMERMAN III

SENIOR VICE PRESIDENT AND CHIEF COUNSEL

yes

03/2005

Jul 12, 2024

Dec 20, 2024

WEIGLE, BRIAN STEVEN

DIRECTOR AND EXECUTIVE VICE PRESIDENT

yes

03/2023

Jul 12, 2024

Dec 20, 2024

WOODRING, DANIEL AARON

EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

01/2011

Jan 6, 2012

Dec 20, 2024

WELLS, MICHAEL KURT

Treasurer

07/2023

Oct 4, 2023

Dec 20, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PRIMERICA BROKERAGE SERVICES, INC.

n/a

yes

n/a

PRIMERICA LIFE INSURANCE COMPANY

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Burbank

United States

yes

Maumee

United States

yes

WEST CHESTER

United States

yes

Bethel

United States

yes

Madison

United States

yes

Findlay

United States

yes

Phoenix

United States

yes

Hiawatha

United States

yes

Centerville

United States

yes

Centerville

United States

yes

LA CROSSE

United States

yes

Salinas

United States

yes

Metairie

United States

yes

Mahwah

United States

yes

Gilbert

United States

yes

Mesa

United States

yes

Jacksonville

United States

yes

CLIFTON PARK

United States

yes

WEST CHESTER

United States

yes

Houston

United States

yes

Burnsville

United States

yes

Farmingdale

United States

yes

Milan

United States

yes

Worthington

United States

yes

Youngstown

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 20, 2026

$16B

3,992

3,959

1,828

n/a

2024

Apr 18, 2025

$11B

3,762

3,732

1,754

n/a

2023

Mar 29, 2024

$8.5B

3,590

3,560

1,704

n/a

2022

Mar 31, 2023

$7.1B

3,449

3,420

1,646

n/a

2021

Mar 31, 2022

$7.1B

3,383

3,352

1,592

n/a

2020

Mar 31, 2021

$5.1B

3,784

3,752

1,649

n/a

2019

Mar 30, 2020

$4.1B

3,698

3,661

1,834

n/a

2018

Mar 31, 2019

$3.1B

3,582

3,540

1,578

n/a

2017

Mar 29, 2018

$1.3B

3,428

3,392

1,526

n/a

2016

Mar 30, 2017

n/a

3,232

3,196

n/a

2015

Mar 25, 2016

n/a

2,899

2,873

n/a

2014

Mar 17, 2015

n/a

2,694

2,659

n/a

2013

Mar 21, 2014

n/a

2,416

2,376

n/a

2012

Apr 1, 2013

n/a

1,998

1,960

n/a

2011

Mar 29, 2012

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.8%

100

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$16B

$11B

39.3%

$7.1B

29.9%

3,992

3,762

1,828

1,754

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

HEARTHSTONE FINANCIAL GROUP

Jul 1, 2026

Jun 30, 2026

EPHRATA, PA

Team lift out

Ibd to state RIA

0.1%

OSAIC WEALTH, INC.

Nov 21, 2025

Oct 17, 2025

SCOTT DEPOT, WV

Team lift out

Ibd to ibd

0.1%

OSAIC WEALTH, INC.

Oct 17, 2025

HURRICANE, WV

Team lift out

Ibd to ibd

0.1%

OSAIC WEALTH, INC.

Oct 11, 2024

Oct 10, 2024

BALLWIN, MO

Team lift out

Ibd to ibd

0.1%

LPL FINANCIAL LLC

Mar 26, 2024

Mar 28, 2024

METAIRIE, LA

Team lift out

Ibd to ibd

0.1%

LPL FINANCIAL LLC

Nov 15, 2023

Nov 16, 2023

SHREVEPORT, LA

Team lift out

Ibd to ibd

0.1%

CPR INVESTMENTS INC

Aug 24, 2023

Sep 5, 2023

BRIARCLIFF MANOR, NY

Team lift out

Ibd to RIA

0.1%

PRUCO SECURITIES, LLC

Dec 16, 2022

Jun 8, 2023

LAWRENCEVILLE, GA

Team lift out

Ibd to ibd

0.1%

TERRA WEALTH

Sep 20, 2022

Sep 30, 2022

WAUSAU, WI

Team lift out

Ibd to new firm

0.2%

TERRA WEALTH

Sep 19, 2022

Aug 10, 2023

GILBERT, AZ

Team lift out

Ibd to new firm

0.2%

TERRA WEALTH

Sep 13, 2022

Sep 14, 2022

YORK, PA

Team lift out

Ibd to new firm

0.2%

TERRA WEALTH

Aug 8, 2022

Aug 26, 2022

DALLAS, TX

Team lift out

Ibd to new firm

0.1%

TERRA WEALTH

Jun 8, 2022

Jul 26, 2022

NASHVILLE, TN

Team lift out

Ibd to new firm

0.1%

VAIKUS ADVISORY GROUP, LLC

Dec 13, 2019

Jan 10, 2020

CUMMING, GA

Team lift out

Other

0.1%

LPL FINANCIAL LLC

Aug 17, 2018

Aug 30, 2018

ROANOKE, TX

Team lift out

Ibd to RIA

0.1%