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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-07-28
  • OH RA
    APPROVED
    Since 2021-07-28

Branch Locations

438 East Wilson Bridge Rd Ste 100-D, Worthington, OH 43085 • 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. Worthington OH 05/2021 Present
Primerica Financial Services Worthington OH 12/2020 Present
Alliance Data Systems Columbus OH 07/2016 Present
Life Takes Money Galloway OH 06/2020 09/2021
Kaci Terminals System, Ltd Greenville OH 01/2010 Present
Kaci Intermodal Systems, Llc Greenville OH 06/2019 Present
Steadfast In Trial Galloway OH 06/2017 Present
The Accessible Smart Home Galloway OH 10/2018 Present
Uber San Francisco CA 07/2017 12/2018
Lyft San Francisco CA 07/2017 12/2018
  • 05/2021 → Present
    Worthington, OH
  • 12/2020 → Present
    Primerica Financial Services
    Worthington, OH
  • 07/2016 → Present
    Alliance Data Systems
    Columbus, OH
  • 06/2020 → 09/2021
    Life Takes Money
    Galloway, OH
  • 01/2010 → Present
    Kaci Terminals System, Ltd
    Greenville, OH
  • 06/2019 → Present
    Kaci Intermodal Systems, Llc
    Greenville, OH
  • 06/2017 → Present
    Steadfast In Trial
    Galloway, OH
  • 10/2018 → Present
    The Accessible Smart Home
    Galloway, OH
  • 07/2017 → 12/2018
    Uber
    San Francisco, CA
  • 07/2017 → 12/2018
    Lyft
    San Francisco, CA
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. 1. Steadfast in Trail - Owner, Not Investment Related.06/01/2017 to Present, 5411 Ripplemead Ct., Galloway OH 43119, Nature of Business Blog with affiliate with marketing website. Hours committed per month 10, during securities trading hours 0. 3. Kaci Terminals System, LLC, Not Investment Related, 305 Miami Circle Apt 5 Greenville, OH 45331-2540, Partner, January 2010 to Present, 0 hours per month (0 hours per month during securities trading hours), legal entity formed solely for railroad equipment and terminal operations. 4. Kaci Intermodal Systems, LLC Not Investment Related, 305 Miami Circle Apt 5 Greenville, OH 45331¬2540 Partner, June 2019 to Present, 0 hours per month (0 hours per month during securities trading hours), legal entity formed solely for logistics and transportation company. 5. The Accessible Smart Home- Owner, Not Investment Related, 10/01/2018, 5411 Ripplemead Ct., Galloway OH 43119, Nature of Business affiliate marketing website, hours committed per month 10, Number of hours during securities trading hours 0. 6. Alliance Data System 07/11/2016 to Present, Not Investments Related, Quality assurance specialist, 3075 Loyalty Circle, Columbus, OH 43219, Nature of business CREDIT CARD PROCESSING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-20
S63 Uniform Securities Agent State Law Examination 2025-03-01
  • S65 Uniform Investment Adviser Law Examination
    2025-06-20
  • S63 Uniform Securities Agent State Law Examination
    2025-03-01
Other Names
  • Steve Derwent
  • Steven S Derwent
  • Steven Derwent
  • Steven Sanford Derwent

View on SEC IAPD

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