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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-03-19
  • OH RA
    APPROVED
    Since 2026-03-19

Branch Locations

6821 Salisbury Rd, Maumee, OH 43537 • United States

4555 Lakeforest Drive #650, Cincinnati, OH 45242 • 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 Maumee OH 01/2000 Present
Internal Revenue Services Covington KY 10/2008 Present
Primerica Financial Services. Maumee OH 04/1999 Present
  • 01/2000 → Present
    Maumee, OH
  • 10/2008 → Present
    Internal Revenue Services
    Covington, KY
  • 04/1999 → Present
    Primerica Financial Services.
    Maumee, OH
Previous Registrations
  • 2018-05-09 → 2025-12-31
    Cincinnati, OH
    Cincinnati, OH
    Cincinnati, OH
    Strongsville, 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. Tax Preparer, Cincinnati OH

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-07-27
  • S63 Uniform Securities Agent State Law Examination
    2000-07-27

View on SEC IAPD

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