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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2012-02-14
  • OH RA
    APPROVED
    Since 2012-02-14

Branch Locations

Dayton, OH • United States

3162 Presidential Dr, Fairborn, OH 45324 • 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 Fairborn OH 06/1992 Present
Universal Technology Corporation Dayton OH 01/2003 03/2019
Pfs Investments Inc Fairborn OH 12/1992 Present
  • 06/1992 → Present
    Primerica Financial Services
    Fairborn, OH
  • 01/2003 → 03/2019
    Universal Technology Corporation
    Dayton, OH
  • 12/1992 → Present
    Fairborn, 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 1993-04-12
  • S63 Uniform Securities Agent State Law Examination
    1993-04-12

View on SEC IAPD

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