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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-11-19
OH RA APPROVED 2012-10-09
  • TX RA
    APPROVED_RES
    Since 2019-11-19
  • OH RA
    APPROVED
    Since 2012-10-09

Branch Locations

4555 Lake Forest Drive #650-A, Cincinnati, OH 45242 • 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 Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Financial Services Cincinnati OH 05/1993 Present
Pfs Investments Inc. Cincinnati OH 07/2007 Present
  • 05/1993 → Present
    Primerica Financial Services
    Cincinnati, OH
  • 07/2007 → 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. H + S ONE ENTERPRISE - OWNER - LOW INCOME HOUSING AND REHAB HOUSING - INVESTMENT RELATED

View on SEC IAPD

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