Joshua James Daniels

Employer firm

Pfs Investments Inc. CRD 10111

$15.5B regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Pfs Investments Inc.

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2014-05-22

OH RA
APPROVED

Since 2014-05-22

Branch Locations

1776 Tech Park Dr Ne Suite 102, New Philadelphia, OH 44663 • 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

Organization	City	State	From	To
Pfs Investments Inc.	New Philadelphia	OH	02/2007	Present
Primerica Financial Services	New Philadelphia	OH	03/2006	Present
Unemployed	Canton	OH	07/2013	Present
Quick Lane	Massillon	OH	06/2022	Present
Primerica	Duluth	GA	05/2019	Present

02/2007 → Present

Pfs Investments Inc.

New Philadelphia, OH
03/2006 → Present

Primerica Financial Services

New Philadelphia, OH
07/2013 → Present

Unemployed

Canton, OH
06/2022 → Present

Quick Lane

Massillon, OH
05/2019 → Present

Primerica

Duluth, GA

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.