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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2011-08-22
  • OH RA
    APPROVED
    Since 2011-08-22

Branch Locations

55 S Miller Rd Ste 202, Fairlawn, OH 44333 • United States

Plain City, OH • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Financial Services Fairlawn OH 10/1993 Present
Pfs Investments Inc. Fairlawn OH 11/1993 Present
Primevision Financial Group Fairlawn OH 07/2018 Present
Rvp Fingerprinting/Cogent 3M Fairlawn OH 11/2016 09/2022
  • 10/1993 → Present
    Primerica Financial Services
    Fairlawn, OH
  • 11/1993 → Present
    Fairlawn, OH
  • 07/2018 → Present
    Primevision Financial Group
    Fairlawn, OH
  • 11/2016 → 09/2022
    Rvp Fingerprinting/Cogent 3M
    Fairlawn, OH
Other Businesses

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. As of 07/27/2018 these sales activities will be conducted under the D/B/A of Primevision Financial Group. 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. 08/2012-Present; Parent Volunteer at Our Lady of the Elms (School). Position/Title: Owner, Not Investment Related, Plain City, Oh 43064, Nature (Online Store Selling Health Products), 15 Hours Committed Per Month (2 Hours During Securities Trading Hours)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-04-01
S63 Uniform Securities Agent State Law Examination 1996-12-26
  • S65 Uniform Investment Adviser Law Examination
    2011-04-01
  • S63 Uniform Securities Agent State Law Examination
    1996-12-26

View on SEC IAPD

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