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Detailed Report
MATTHEW ALLAN BOHANNON
CRD#: 6788333
IA
Investment Adviser
B
Broker
PRIMERICA ADVISORSCRD#: 10111 1580 BOYSON RD
STE 1-B
HIAWATHA, IA 52233
Registration History
20172018201920202021202220232024202520262 FIRMS2017 - Present (7 years)
License(s)

State Registrations

B
Illinois 1/31/2018
B
North Carolina 8/27/2024
B
Iowa 8/1/2017
IA
Texas 2/5/2021
IA
Iowa 10/11/2017
B
Wisconsin 8/23/2021
B
Nebraska 9/15/2023

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)
1580 BOYSON RD STE 1-B, HIAWATHA, IA 52233
NORTH LIBERTY, IA
Registered with this firm since 10/11/2017
B
PFS INVESTMENTS INC. (CRD#:10111)
1580 BOYSON RD STE 1-B, HIAWATHA, IA 52233
NORTH LIBERTY, IA
Registered with this firm since 6/8/2017
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.