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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2011-08-08
  • OH RA
    APPROVED
    Since 2011-08-08

Branch Locations

430 Ray Norrish Unit B, Springdale, OH 45246 • United States

Harrison, 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
Torchlight Financial Group West Chester OH 03/2021 Present
Pfs Investments Inc Springdale OH 07/2000 Present
Primerica Financial Services Springdale OH 02/2000 Present
  • 03/2021 → Present
    Torchlight Financial Group
    West Chester, OH
  • 07/2000 → Present
    Springdale, OH
  • 02/2000 → Present
    Primerica Financial Services
    Springdale, OH
Other Businesses

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. As of 03/15/2020 these sales activities will be conducted under the D/B/A of Torchlight Financial Group. 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
S65 Uniform Investment Adviser Law Examination 2011-05-23
S63 Uniform Securities Agent State Law Examination 2000-09-28
  • S65 Uniform Investment Adviser Law Examination
    2011-05-23
  • S63 Uniform Securities Agent State Law Examination
    2000-09-28

View on SEC IAPD

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