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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2011-10-13
  • OH RA
    APPROVED
    Since 2011-10-13

Branch Locations

1318 N Main Street Ste C , Findlay, OH 45840 • United States

Perrysburg, OH • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Financial Services Findlay OH 01/2002 Present
Pfs Investments Inc. Findlay OH 05/2002 Present
Hospice Of Northwest Oh Perrysburg OH 06/2016 06/2017
Unison Health Toledo OH 06/2017 Present
Perrysburg Schools Perrysburg OH 08/2025 Present
  • 01/2002 → Present
    Primerica Financial Services
    Findlay, OH
  • 05/2002 → Present
    Findlay, OH
  • 06/2016 → 06/2017
    Hospice Of Northwest Oh
    Perrysburg, OH
  • 06/2017 → Present
    Unison Health
    Toledo, OH
  • 08/2025 → Present
    Perrysburg Schools
    Perrysburg, 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.

View on SEC IAPD

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