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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-09-24
  • OH RA
    APPROVED
    Since 2023-09-24

Branch Locations

909 Wrights Summit Pkwy Ste 110, Fort Wright, KY 41011 • United States

110 Boggs Ln Ste 254, Cincinnati, OH 45246 • 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
Pfs Investments Inc Cincinnati OH 03/1996 Present
Janette A Williams Dds Llc Cincinnati OH 02/2009 02/2021
Julia R Kinlaw Dds, Inc Cincinnati OH 01/2011 02/2021
Cincinnati Dental Services Cincinnati OH 01/2007 02/2021
Joel J. Esselman Dds Inc. Cincinnati OH 03/2001 02/2021
Primerica Financial Services Cincinnati OH 10/1995 Present
American Dental Hygenists Association Chicago IL 06/2021 06/2021
Cincinnati Area Dentist Harrison OH 11/2023 Present
  • 03/1996 → Present
    Cincinnati, OH
  • 02/2009 → 02/2021
    Janette A Williams Dds Llc
    Cincinnati, OH
  • 01/2011 → 02/2021
    Julia R Kinlaw Dds, Inc
    Cincinnati, OH
  • 01/2007 → 02/2021
    Cincinnati Dental Services
    Cincinnati, OH
  • 03/2001 → 02/2021
    Joel J. Esselman Dds Inc.
    Cincinnati, OH
  • 10/1995 → Present
    Primerica Financial Services
    Cincinnati, OH
  • 06/2021 → 06/2021
    American Dental Hygenists Association
    Chicago, IL
  • 11/2023 → Present
    Cincinnati Area Dentist
    Harrison, OH
Previous Registrations
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. Dental Hygienist for various Dentists on an as needed basis.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-06-08
S63 Uniform Securities Agent State Law Examination 1996-07-05
  • S65 Uniform Investment Adviser Law Examination
    2012-06-08
  • S63 Uniform Securities Agent State Law Examination
    1996-07-05
Other Names
  • Nancy Williams

View on SEC IAPD

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