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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2016-07-26
  • OH RA
    APPROVED
    Since 2016-07-26

Branch Locations

36625 Vine St Ste 1, Willoughby, OH 44094 • 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
Primerica Financial Services Willoughby OH 03/2006 Present
Pfs Investments, Inc Willoughby OH 05/2016 Present
Murtis Taylor Cleveland OH 01/2016 02/2019
Seiu District 1199 Cleveland OH 02/2019 10/2023
Bethany Baptist Church Cleveland OH 09/2023 10/2023
Aml Rightsource Highland Hills OH 10/2023 Present
  • 03/2006 → Present
    Primerica Financial Services
    Willoughby, OH
  • 05/2016 → Present
    Willoughby, OH
  • 01/2016 → 02/2019
    Murtis Taylor
    Cleveland, OH
  • 02/2019 → 10/2023
    Seiu District 1199
    Cleveland, OH
  • 09/2023 → 10/2023
    Bethany Baptist Church
    Cleveland, OH
  • 10/2023 → Present
    Aml Rightsource
    Highland Hills, OH
Previous Registrations
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. Sunny Day Childcare Center, Not investment related, Cleveland, OH 44103, Compliance Officer (1099), 09/2025 to Present, 60 hours committed per month (0 hours during securities trading hours). First Line Transportation, Not investment related, Cleveland, OH 44103, Driver (1099), 12/2025 to Present, 24 hours committed per month (8 hours during securities trading hours).

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-05-23
  • S63 Uniform Securities Agent State Law Examination
    2008-05-23

View on SEC IAPD

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