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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2013-01-15
  • OH RA
    APPROVED
    Since 2013-01-15

Branch Locations

55 S Miller Rd Ste 202A, Fairlawn, OH 44333 • United States

Munroe Falls, 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
Pfs Investments Inc Fairlawn OH 04/2004 Present
Primerica Financial Services Fairlawn OH 10/2003 Present
Primevision Financial Group Fairlawn OH 08/2018 Present
  • 04/2004 → Present
    Fairlawn, OH
  • 10/2003 → Present
    Primerica Financial Services
    Fairlawn, OH
  • 08/2018 → Present
    Primevision Financial Group
    Fairlawn, OH
Other Businesses

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. As of 08/27/2018 these sales activities will be conducted under the D/B/A name of Primevision 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. Robert Powers, Not Investment Related, 273 Beechwood Ave Munroe Falls, OH, Nature of Business (YouTube Channel), Position/Title (Owner/Creator), Start Date (7/15/2021) to Present, 8 hours per month (0 of hours per month during securities trading hours). Summit Racing Equipment, Not Investment Related, Tallmadge, OH 44278, Nature of Business: To sell automotive aftermarket parts., Position/Title: Summit Racing Affiliate Creator, 05/2026 to Present, 1 hours per month (0 of hours per month during securities trading hours).

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-03-11
  • S63 Uniform Securities Agent State Law Examination
    2019-03-11

View on SEC IAPD

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