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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

9918 Carver Road Suite 110, Cincinnati, OH 45242 • 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 Cincinnati OH 05/1992 Present
Pfs Investments Inc. Cincinnati OH 08/2018 Present
  • 05/1992 → Present
    Primerica Financial Services
    Cincinnati, OH
  • 08/2018 → Present
    Cincinnati, 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. C Team LLC, Manager, Owned by Personal Trust, Mason, OH 45040, Jan 2023 to Present, Not Investment Related, ZERO Hours per month, (ZERO hours per month during securities trading hours). Timeless Charm Weddings & Events LLC (aka Timeless Charm Weddings, LLC), Agent/Registrant, Owned by Personal Trusts, Mason, OH 45040, 12/19/2013 to Present, Not Investment Related, 2 Hours per month, (2 hours per month during securities trading hours). Camp Properties Ohio, LLC (aka CPO LLC), Agent/Registrant, Owned by Personal Trusts, 01/30/2015 to Present, Mason, OH 45040, Owner, Not Investment Related, ZERO Hours per month, (ZERO hours per month during securities trading hours). 1335 SWANN BEATTY RD, LLC (aka 1335 SBR LLC), Agent/ Registrant, Partly Owned by Personal Trust, Mason, OH 45040, 12/2013 to present, Not Investment Related, ZERO Hours per month, (ZERO hours per month during securities trading hours). 1191 SWANN BEATTY RD, LLC (aka 1191 SBR LLC), Agent/Registrant, Partly Owned by Personal Trust, Mason, OH 45040, 11/2013 to present, Not Investment Related, ZERO Hours per month, (ZERO hours per month during securities trading hours). Team Unstoppable II, LLC, Agent/Registrant, Owned by Personal Trust, 11/15/2018 to present, Mason, OH 45040, Not Investment Related, business non-operational, entity active with the Ohio Secretary of State, ZERO Hours per month, (ZERO hours per month during securities trading hours). 2Acru Properties, LLC (main entity for multiple properties under multiple registered entities), Manager, Owned by Personal Trust, 12/21/2015 to Present (Earliest Property Registration Date: 3/02/2005), Real Estate/Rental Properties Holding Company, Mason, OH 45240, Investment Related, 8-12.5 Hours per month, (8-12.5 hours per month during securities trading hours). Palm House Properties, LLC (main entity for multiple properties under multiple registered entities), Manager, Owned by Personal Trusts, 11/2008 to Present (Earliest Property Registration Date: 11/05/2003), Real Estate/Rental Properties Holding Company, Mason, OH 45240, Investment Related, 8-12.5 Hours per month, (8-12.5 hours per month during securities trading hours).

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-07-15
  • S63 Uniform Securities Agent State Law Examination
    1993-07-15
Other Names
  • Elizabeth Sue Starr

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