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Current Employers
Pfs Investments Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2017-03-20
  • OH RA
    APPROVED
    Since 2017-03-20

Branch Locations

Girard, OH • United States

807 E Washington St Suite 100-A, Medina, OH 44256 • 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 Yes
  • 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 Medina OH 06/2014 Present
Pfs Investments Inc Medina OH 11/2016 Present
Lrc Realty Akron OH 11/2017 05/2019
Mr. T'S Jewelry Niles OH 11/2008 11/2017
  • 06/2014 → Present
    Primerica Financial Services
    Medina, OH
  • 11/2016 → Present
    Medina, OH
  • 11/2017 → 05/2019
    Lrc Realty
    Akron, OH
  • 11/2008 → 11/2017
    Mr. T'S Jewelry
    Niles, 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. Tim May, Ordained Minister, 06/12/2022 to present, Nature of business: performing weddings and funeral services, Not Investment Related, Girard, OH 44420, less than 1 hour per month (0 hours per month during securities trading hours). Trademark Holdings LLC, Partner, 05/24/2023 to present, Not Investment Related, Girard, OH 44420, 0 hours per month (0 hours per month during securities trading hours).

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-08-28
  • S63 Uniform Securities Agent State Law Examination
    2020-08-28

View on SEC IAPD

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