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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2018-04-10
  • OH RA
    APPROVED
    Since 2018-04-10

Branch Locations

10400 Blacklick Eastern Rd Nw Suite 110 Room #8, Pickerington, OH 43147 • United States

Canal Winchester, 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 Services Pickerington OH 06/2001 Present
Pfs Investments Inc Pickerington OH 08/2001 Present
  • 06/2001 → Present
    Primerica Financial Services
    Pickerington, OH
  • 08/2001 → Present
    Pickerington, 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
S65 Uniform Investment Adviser Law Examination 2014-05-31
S63 Uniform Securities Agent State Law Examination 2001-10-15
  • S65 Uniform Investment Adviser Law Examination
    2014-05-31
  • S63 Uniform Securities Agent State Law Examination
    2001-10-15

View on SEC IAPD

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