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Detailed Report
STACY LYNN STAPLES
CRD#: 5578536
IA
Investment Adviser
B
Broker
PRIMERICA ADVISORSCRD#: 10111 8543 N DIXIE DR
SUITE C
DAYTON, OH 45414
Registration History
2008201020122014201620182020202220242026IAPRIMERICA ADVISORS (CRD# 10111)2021 - Present (4 years)BPFS INVESTMENTS INC. (CRD# 10111)2020 - Present (5 years)BPFS INVESTMENTS INC. (CRD# 10111)2014 - 2019 (5 years)BPFS INVESTMENTS INC. (CRD# 10111)2010 - 2012 (2 years)BPFS INVESTMENTS INC. (CRD# 10111)2008 - 2009 (1 year)
License(s)

State Registrations

B
Ohio 1/24/2020
IA
Ohio 3/25/2021

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
PRIMERICA ADVISORS (CRD#:10111)
8543 N DIXIE DR SUITE C, DAYTON, OH 45414
Registered with this firm since 3/25/2021
B
PFS INVESTMENTS INC. (CRD#:10111)
8543 N DIXIE DR SUITE C, DAYTON, OH 45414
Registered with this firm since 1/23/2020
Previous Registration(s)
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B
 02/03/2014 - 12/31/2019 PFS INVESTMENTS INC. (CRD#:10111) DAYTON, OH
B
 03/16/2010 - 12/31/2012 PFS INVESTMENTS INC. (CRD#:10111) MIAMISBURG, OH
B
 12/05/2008 - 12/31/2009 PFS INVESTMENTS INC. (CRD#:10111) SPRINGFIELD, OH
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.