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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2012-03-05
  • OH RA
    APPROVED
    Since 2012-03-05

Branch Locations

23980 Chagrin Blvd Ste 203, Beachwood, OH 44122 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pfs Investments Inc. Beachwood OH 07/2007 Present
Primerica Financial Services Beachwood OH 03/2007 Present
Primevision Financial Group Beachwood OH 08/2018 Present
  • 07/2007 → Present
    Beachwood, OH
  • 03/2007 → Present
    Primerica Financial Services
    Beachwood, OH
  • 08/2018 → Present
    Primevision Financial Group
    Beachwood, 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 of Landmark Financial. 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. Eugene Tsirlin- Self Employed Interpreter- 01/2022 to Present- Nature of Business: Language Interpreting- 2658 Edgewood Road, Beachwood, OH 44122- non-investment related- 20-40 Hours per month (0 during securities trading hours). EMRJ LLC; not investment related; 2658 Edgewood Road, Beachwood, OH 44122; 08/2022 to Present; Owner/President; 80 Hours committed per month (0 hours during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-21
S63 Uniform Securities Agent State Law Examination 2007-10-23
  • S65 Uniform Investment Adviser Law Examination
    2025-04-21
  • S63 Uniform Securities Agent State Law Examination
    2007-10-23

View on SEC IAPD

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