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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2013-12-10
  • OH RA
    APPROVED
    Since 2013-12-10

Branch Locations

675 Alpha Drive Ste G, Highland Heights, OH 44143 • United States

Beachwood, 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. Highland Heights OH 03/2007 Present
Primerica Financial Services Highland Heights OH 09/2006 Present
Shcp Medina Inc. Medina OH 09/2017 12/2021
  • 03/2007 → Present
    Highland Heights, OH
  • 09/2006 → Present
    Primerica Financial Services
    Highland Heights, OH
  • 09/2017 → 12/2021
    Shcp Medina Inc.
    Medina, 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. Sarit Zamir (self), (1099), Not investment related, Beachwood, OH 44122, Health agent, 10/2024 to present, 2 hours committed per month (0 hours during securities trading hours).

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-07-10
  • S63 Uniform Securities Agent State Law Examination
    2012-07-10

View on SEC IAPD

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