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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-09-28
  • OH RA
    APPROVED
    Since 2021-09-28

Branch Locations

438 East Wilson Bridge Rd Ste 100, 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 08/2021 Present
Primerica Financial Services Worthington OH 05/2019 Present
Jets Pizza Pickerington OH 05/2017 05/2019
Rule 3 Pickerington OH 09/2017 03/2018
Kent State University Kent OH 08/2016 12/2017
Ohio State University Columbus OH 01/2018 05/2020
  • 08/2021 → Present
    Worthington, OH
  • 05/2019 → Present
    Primerica Financial Services
    Worthington, OH
  • 05/2017 → 05/2019
    Jets Pizza
    Pickerington, OH
  • 09/2017 → 03/2018
    Rule 3
    Pickerington, OH
  • 08/2016 → 12/2017
    Kent State University
    Kent, OH
  • 01/2018 → 05/2020
    Ohio State University
    Columbus, 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.

Other Names
  • Shivam Manish Patel

View on SEC IAPD

Other Firms

Other Investors

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