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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-06-16
  • OH RA
    APPROVED
    Since 2021-06-16

Branch Locations

24800 Chagrin Blvd Ste 102-B, Beachwood, OH 44122 • United States

University Heights, 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. Beachwood OH 09/2012 Present
Discovering Paths Llc University Heights OH 12/2001 Present
Psi Services Llc Glendale CA 02/2018 03/2022
Cornerstone Church Caledonia MI 08/2019 03/2022
Primerica Financial Services Beachwood OH 05/2012 Present
  • 09/2012 → Present
    Beachwood, OH
  • 12/2001 → Present
    Discovering Paths Llc
    University Heights, OH
  • 02/2018 → 03/2022
    Psi Services Llc
    Glendale, CA
  • 08/2019 → 03/2022
    Cornerstone Church
    Caledonia, MI
  • 05/2012 → Present
    Primerica Financial Services
    Beachwood, 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. Asian Bodywork Therapy, personal fitness training, mentoring for Asperger's syndrome and martial arts instruction, part-time (10-20 hours/mo) as Principal/Owner for Discovering Paths LLC beginning April 2012. 10/2021-Present, IHub Global, LLC , Affiliate, Citrus Plaza 1619 14th Ave , Vero Beach , FL 32960, spends 16 hours per month on outside business, ( spends 0 hours per month on outside business during trading hours). Lakeshore Aikido, President/Statutory agent/Founder, 03/2022 to Present, nature of business: martial arts organization, 2611 Fenwick Rd., University Heights, OH 44118, non-investment related, 8 hours per month (0 during securities trading hours). Discovering Paths LLC, Not Investment Related, University Heights, OH 44118, Nature of Business: Principal/Owner, Position/Title: Principal/Owner, 12/2001 to Present, 0 hours per month (0 of hours per month during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-16
S63 Uniform Securities Agent State Law Examination 2013-01-31
  • S65 Uniform Investment Adviser Law Examination
    2018-03-16
  • S63 Uniform Securities Agent State Law Examination
    2013-01-31
Other Names
  • Douglas Lincoln Clubine

View on SEC IAPD

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