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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2012-08-22
  • OH RA
    APPROVED
    Since 2012-08-22

Branch Locations

9078 Union Centre Blvd Ste 350, West Chester, OH 45069 • 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 West Chester OH 12/2010 Present
Primerica Financial Services West Chester OH 11/2009 Present
Sibly Cline Realtors West Chester OH 11/2016 09/2019
Infosys Quincy MA 11/2018 Present
Huff Realty West Chester OH 09/2019 05/2020
  • 12/2010 → Present
    West Chester, OH
  • 11/2009 → Present
    Primerica Financial Services
    West Chester, OH
  • 11/2016 → 09/2019
    Sibly Cline Realtors
    West Chester, OH
  • 11/2018 → Present
    Infosys
    Quincy, MA
  • 09/2019 → 05/2020
    Huff Realty
    West Chester, 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. JC Retailers, LLC., Morrow, OH, Proprietor, 03/19/2014 to Present. Keller Williams Seven Hills Realty, Not investment related, Cincinnati, OH 45236, Realtor (1099), 05/2020 to Present, 20 hours committed per month (4 hours during securities trading hours). JC Keystone Construction, Not investment related, Mason, OH 45040, Nature of Business: Construction - Home renovation using sub-contractors, Position/Title: Founder/President/Owner, 06/2025 to Present, 12 hours committed per month (4 hours during securities trading hours). Electronuggets, Not investment related, Mason, OH 45040, Nature of Business: IT Consulting, Position/Title: Founder/President/Owner, 02/2014 to Present, 8 hours committed per month (2 hours during securities trading hours). Joe Simpson Homes, Not investment related, Mason, OH 45040, Founder and President, 06/2025 to Present, 12 hours committed per month (4 hours during securities trading hours).

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-03-14
  • S63 Uniform Securities Agent State Law Examination
    2017-03-14

View on SEC IAPD

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