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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2013-03-11
  • OH RA
    APPROVED
    Since 2013-03-11

Branch Locations

110 Boggs Ln Ste 254, Cincinnati, OH 45246 • 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 Cincinnati OH 03/2011 Present
R B Tool & Mfg Cincinnati OH 08/2011 Present
Data Recognition Corp. Cincinnati OH 03/2008 Present
Primerica Financial Services Cincinnati OH 10/2001 Present
Ok Travel & Services Cincinnati OH 02/2014 Present
  • 03/2011 → Present
    Cincinnati, OH
  • 08/2011 → Present
    R B Tool & Mfg
    Cincinnati, OH
  • 03/2008 → Present
    Data Recognition Corp.
    Cincinnati, OH
  • 10/2001 → Present
    Primerica Financial Services
    Cincinnati, OH
  • 02/2014 → Present
    Ok Travel & Services
    Cincinnati, 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 2004-03-26
  • S63 Uniform Securities Agent State Law Examination
    2004-03-26

View on SEC IAPD

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