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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-01-05
  • OH RA
    APPROVED
    Since 2023-01-05

Branch Locations

6161 Busch Blvd # 309, Columbus, OH 43229 • 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
Primerica Financial Services Columbus OH 03/2005 Present
Self Employed San Marlos CA 05/2003 Present
Pfs Investments Inc. Columbus OH 07/2005 Present
  • 03/2005 → Present
    Primerica Financial Services
    Columbus, OH
  • 05/2003 → Present
    Self Employed
    San Marlos, CA
  • 07/2005 → Present
    Columbus, OH
Previous Registrations
  • 2021-08-20 → 2022-12-31
    Colton, CA
    Dublin, OH
    Worthington, OH
    San Diego, CA
    Sacramento, CA
    Hemet, CA
    Columbus, OH
    Sacramento, CA
    Santa Ana, CA
    Hemet, CA
    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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-07-05
  • S63 Uniform Securities Agent State Law Examination
    2006-07-05

View on SEC IAPD

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