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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2015-07-22
  • OH RA
    APPROVED
    Since 2015-07-22

Branch Locations

1318 N Main St, Findlay, OH 45840 • 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
Pfs Investments Inc. Findlay OH 02/2007 Present
Primerica Financial Services Findlay OH 12/1999 Present
Masterleo, Inc. Westerville OH 03/2012 04/2018
  • 02/2007 → Present
    Findlay, OH
  • 12/1999 → Present
    Primerica Financial Services
    Findlay, OH
  • 03/2012 → 04/2018
    Masterleo, Inc.
    Westerville, 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 2000-10-21
  • S63 Uniform Securities Agent State Law Examination
    2000-10-21

View on SEC IAPD

Other Firms

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