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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-05-24
  • OH RA
    APPROVED
    Since 2026-05-24

Branch Locations

567 E Turkeyfoot Lake Rd Office B3, Akron, OH 44319 • 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
Malone University Canton OH 08/2017 Present
Boys Town Boys Town NE 07/2015 07/2017
Primerica Financial Services Akron OH 07/2025 Present
Pfs Investments Inc. Akron OH 12/2025 Present
  • 08/2017 → Present
    Malone University
    Canton, OH
  • 07/2015 → 07/2017
    Boys Town
    Boys Town, NE
  • 07/2025 → Present
    Primerica Financial Services
    Akron, OH
  • 12/2025 → Present
    Akron, 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. The outside business is Malone University, located at 2600 Cleveland Ave NW, Canton, OH 44709. This business is not investment-related. I serve as a Resident Director, a position I began in August 2024. I devote approximately 60 hours per month to this role, with about 20 of those hours occurring during normal securities trading hours. The nature of the business is higher education, and my position involves supervising resident assistants, overseeing residence hall operations, managing student housing logistics, responding to student needs, coordinating residential programming, and ensuring policy compliance. The role is administrative and student-services-focused, and it does not involve financial management, investment discussions, or any securities-related activities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-05
S63 Uniform Securities Agent State Law Examination 2026-02-02
  • S65 Uniform Investment Adviser Law Examination
    2026-05-05
  • S63 Uniform Securities Agent State Law Examination
    2026-02-02

View on SEC IAPD

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