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Current Employers
Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2016-04-12
  • OH RA
    APPROVED
    Since 2016-04-12

Branch Locations

3162 Presidential Dr Suite 101, Fairborn, OH 45324 • United States

Bellbrook, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Financial Serv Fairborn OH 03/1991 Present
Pfs Investments Inc. Fairborn OH 04/1987 Present
Wholesale Capital Corp. Moreno Valley CA 01/2019 02/2021
Summit Funding Inc Sacramento CA 03/2019 02/2021
Lighthouse Electrical, Llc. Miamisburg OH 03/2013 03/2018
  • 03/1991 → Present
    Primerica Financial Serv
    Fairborn, OH
  • 04/1987 → Present
    Fairborn, OH
  • 01/2019 → 02/2021
    Wholesale Capital Corp.
    Moreno Valley, CA
  • 03/2019 → 02/2021
    Summit Funding Inc
    Sacramento, CA
  • 03/2013 → 03/2018
    Lighthouse Electrical, Llc.
    Miamisburg, OH
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1989-03-03
  • S63 Uniform Securities Agent State Law Examination
    1989-03-03

View on SEC IAPD

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