Kevin James Phillips

Employer firm

Pfs Investments Inc. CRD 10111

$15.5B regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Pfs Investments Inc.

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2018-09-19

OH RA
APPROVED

Since 2018-09-19

Branch Locations

1776 Tech Park Dr Ne Suite 102, New Philadelphia, OH 44663 • 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

Organization	City	State	From	To
Pfs Investments Inc	New Philadelphia	OH	07/2018	Present
Primerica Financial Services	New Philadelphia	OH	02/2018	Present
Stark Count Ed Service Center	Canton	OH	01/2018	Present
Alliance City Schools	Alliance	OH	08/2016	01/2018
Primerica	Louisville	OH	02/2018	Present

07/2018 → Present

Pfs Investments Inc

New Philadelphia, OH
02/2018 → Present

Primerica Financial Services

New Philadelphia, OH
01/2018 → Present

Stark Count Ed Service Center

Canton, OH
08/2016 → 01/2018

Alliance City Schools

Alliance, OH
02/2018 → Present

Primerica

Louisville, 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. 08/2020-Present DoorDash, Delivery, Canton Ohio, Not Investment Related Think Energy, (1099), Green Farms, Connecticut 06838, Energy Advisor, 11/2023 to present, 10 hours committed per month, (0 hours during securities trading hours. Northeast Development Services, INC, W2, North Canton, OH 44721 ,Care Taker, 02/2018 to Present, 30 hours per month (10 hours during securities trading), Not investment related.